Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chase Stephenson

Gilbert

Summary

Goal-driven Relationship Manager focused on providing the best quality service by providing thorough information to ensure information is most effectively communicated. Enthusiastic to assist in training and ensuring my colleagues benefit from my business activities.

Overview

3
3
years of professional experience

Work History

Participant Relationship Manager II

Morgan Stanley
08.2022 - Current

Answered phone calls to provide employee stock plan details to current/former to corporate client employees

Thoroughly document all account interactions as necessary

Assisted in account activations and providing general troubleshooting tips to ensure account access

Assisted colleagues by providing insight where he/she has requested

Submitted warm leads to our Virtual Advisory department

Operated as a Subject Matter Expert to assist the facilitators with training the new hire class

Employment Specialist

Express Employment Professionals
12.2021 - 08.2022
  • Recruit potential candidates using various communication methods
  • Matched clients to open positions based on skills and work requirements
  • Assessed individuals to identify skills, strengths and interests for job placement
  • Benefit enrollment
  • Provided assistance throughout onboarding process
  • Cold call prospect corporate clients with intent of setting appointments to acquire staffing contracts
  • Assist in payroll processing

Mobile Expert/Sales Associate

T-Mobile
12.2020 - 12.2021
  • Monitored wireless sales space to establish familiarity with various carriers
  • Maintained sound knowledge of company products/services
  • Stocked merchandise, clearly labeling items, and arranging according to size or color
  • Effectively communicate service plans/device recommendations to customers
  • Assisted in operations management
  • Balance cash drawers
  • Troubleshoot customer devices to mitigate potential issues in the future
  • Ensure cleanliness standards are met

Education

Bachelor of Science - Marketing & Advertising

Grand Canyon University
Phoenix, AZ
04.2021

Skills

  • Service Support
  • Relationship Building
  • Issue Resolution
  • Account Management
  • Attention to Detail
  • Training
  • Written and Verbal Communication
  • Customer Service
  • Microsoft Office Proficient

Timeline

Participant Relationship Manager II

Morgan Stanley
08.2022 - Current

Employment Specialist

Express Employment Professionals
12.2021 - 08.2022

Mobile Expert/Sales Associate

T-Mobile
12.2020 - 12.2021

Bachelor of Science - Marketing & Advertising

Grand Canyon University
Chase Stephenson