Chelsea Benberry Email & Phone Number | With over 8 years of work experience in various customer-facing roles, I have developed strong competencies in customer relationship management, customer service management, and analytical skills. My mission is to help clients achieve their financial goals and provide them with the best service possible. I am currently a Retirement Specialist at Charles Schwab, where I leverage my expertise in IRS regulations regarding retirement accounts and educate clients on the latest changes and updates. I am passionate about learning new skills and staying on top of the industry trends, and I have recently obtained two certifications in Sales: Customer Success and Zendesk Customer Service Professional. I value teamwork, collaboration, and diversity, and I enjoy working with a talented and supportive team at Charles Schwab. I can bring a unique perspective and experience to the organization, as I have a background in apparel merchandising and have worked in various sectors, including retail, consulting, and events management. In my current role as a Retirement Specialist at Charles Schwab, I facilitate various types of financial transactions and transfers for clients, ensuring efficient and accurate execution. I also proactively educate clients on the availability of convenient online self-servicing options, while delivering clear and concise step-by-step instructions to help them effectively utilize these tools. I consistently meet or exceed department Key Performance Indicators (KPIs), including client satisfaction, as measured by surveys. I also actively participate in the department's Social Committee, collaborating with team members to brainstorm, plan, and execute engaging social events that foster a positive and inclusive work environment. I have successfully handled multiple complex and challenging situations, such as assisting clients with rollovers, conversions, withdrawals, and distributions, while maintaining a high level of professionalism and empathy. I use my analytical skills and CRM tools to identify client needs, preferences, and opportunities, and provide them with tailored solutions and recommendations. I am always eager to learn new things and improve my skills, and I regularly seek feedback and coaching from my managers and peers.

Chelsea Benberry

With over 8 years of work experience in various customer-facing roles, I have developed strong compe...
4909 Dickson Road, Indianapolis, United States

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Chelsea Benberry’s Email chelsea.benberry@schwab.com

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Chelsea Benberry’s Location 4909 Dickson Road, Indianapolis, United States

Chelsea Benberry’s Current Industry Charles Schwab

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Work Experience

Charles Schwab

Client Support Specialist

2022-03-01 00:00:00 - Present

Russell Reynolds Associates

Office Services Assistant

2019-03-01 00:00:00 - 2020-03-01 00:00:00

Opploans

Loan Specialist

2017-10-01 00:00:00 - 2019-02-01 00:00:00

Ariel Investments

Corporate Events Assistant

2017-06-01 00:00:00 - 2017-09-01 00:00:00

Watson Dwyer

Recruitment Consultant

2017-01-01 00:00:00 - 2017-06-01 00:00:00

Macys

My Stylist Executive

2016-06-01 00:00:00 - 2017-01-01 00:00:00

Ann Taylor

Co Manager

2015-05-01 00:00:00 - 2016-06-01 00:00:00

Hanna Andersson

Store Manager

2014-04-01 00:00:00 - 2015-05-01 00:00:00

Nordstrom

Sales Associate

2013-06-01 00:00:00 - 2014-04-01 00:00:00

Global Gifts

Visual Merchandising Intern

2012-08-01 00:00:00 - 2013-06-01 00:00:00

Foster Quadrangle

Resident Assistant

2011-08-01 00:00:00 - 2013-05-01 00:00:00

Body Gear Boutique

Sales Associate and Cashier

2005-11-01 00:00:00 - 2010-06-01 00:00:00

Leadership Council

President

2009-08-01 00:00:00 - 2010-05-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Chelsea Benberry

Chelsea Benberry is located at
4909 Dickson Road, Indianapolis, United States

Chelsea Benberry is a With over 8 years of work experience in various customer-facing roles, I have developed strong competencies in customer relationship management, customer service management, and analytical skills. My mission is to help clients achieve their financial goals and provide them with the best service possible. I am currently a Retirement Specialist at Charles Schwab, where I leverage my expertise in IRS regulations regarding retirement accounts and educate clients on the latest changes and updates. I am passionate about learning new skills and staying on top of the industry trends, and I have recently obtained two certifications in Sales: Customer Success and Zendesk Customer Service Professional. I value teamwork, collaboration, and diversity, and I enjoy working with a talented and supportive team at Charles Schwab. I can bring a unique perspective and experience to the organization, as I have a background in apparel merchandising and have worked in various sectors, including retail, consulting, and events management. In my current role as a Retirement Specialist at Charles Schwab, I facilitate various types of financial transactions and transfers for clients, ensuring efficient and accurate execution. I also proactively educate clients on the availability of convenient online self-servicing options, while delivering clear and concise step-by-step instructions to help them effectively utilize these tools. I consistently meet or exceed department Key Performance Indicators (KPIs), including client satisfaction, as measured by surveys. I also actively participate in the department's Social Committee, collaborating with team members to brainstorm, plan, and execute engaging social events that foster a positive and inclusive work environment. I have successfully handled multiple complex and challenging situations, such as assisting clients with rollovers, conversions, withdrawals, and distributions, while maintaining a high level of professionalism and empathy. I use my analytical skills and CRM tools to identify client needs, preferences, and opportunities, and provide them with tailored solutions and recommendations. I am always eager to learn new things and improve my skills, and I regularly seek feedback and coaching from my managers and peers.

Chelsea Benberry currently works in the Charles Schwab |

No Languages Available

Chelsea Benberry has prior
experience in the following industries:
Russell Reynolds Associates | Opploans | Ariel Investments | Watson Dwyer | Macys | Ann Taylor | Hanna Andersson | Nordstrom | Global Gifts | Foster Quadrangle | Body Gear Boutique | Leadership Council

Chelsea Benberry has the following professional experience:
Charles Schwab | Russell Reynolds Associates | Opploans | Ariel Investments | Watson Dwyer | Macys | Ann Taylor | Hanna Andersson | Nordstrom | Global Gifts | Foster Quadrangle | Body Gear Boutique | Leadership Council