Rachel Stevens Email and Phone Number
Rachel Stevens work email
- Valid
Rachel Stevens personal email
Driven by a passion for personal finance and a dedication to helping others reach their financial goals, I bring over a year of experience in the broker-dealer industry at Charles Schwab. My journey began in the Client Services and Support team, where I honed my skills in customer service, ensuring clients received Schwab’s world class client experience and support.Currently, I am part of the Michigan Avenue branch, where I play a crucial role in assisting walk-in clients with their financial needs and supporting Financial Consultants in maintaining their practice. My commitment to providing exceptional service and fostering strong client relationships is at the heart of everything I do. I am enthusiastic about continuing to grow in the financial industry and leveraging my expertise to make a positive impact on the lives of our clients.
Charles Schwab
View- Website:
- schwab.com
- Company phone:
- 800-435-4000
-
Client Relationship SpecialistCharles Schwab Jun 2024 - PresentWestlake, Texas, Us
-
Client Service And Support ApprenticeCharles Schwab Aug 2023 - Jun 2024Westlake, Texas, Us• Facilitate inbound calls regarding money movement (wires, internal transfers, check writing, etc.) to ensure the client receives the money in the proper place.• Received and passed security training regarding account verification to ensure the utmost protection for clients and their accounts.• Assist with one of the most extensive account acquisitions by assisting new clients with their transitioned accounts, updating confidential information, and answering questions regarding Schwab’s policies. • Provide utmost customer support by remaining patient and upbeat to ensure every client is treated equally and every question or concern regarding their account is solved.
-
Client Services & Support InternCharles Schwab Jun 2023 - Aug 2023Westlake, Texas, Us
-
ParaprofessionalIndiana University–Purdue University Indianapolis May 2022 - Aug 2023Indianapolis, Indiana, Us- Manage a cohort of 20+ trainee ambassadors, coaching meetings with trainees, meeting with lead ambassadors, conducting workshops, and canvas work- Lead 50+ transitioned ambassadors and serve as a point of contact- Provide support for the day for all Campus Visits and Events programs, managing assignments, registration, check in and presentations- Assist with recertification of current campus ambassadors- Manage social media program within the Office of Undergraduate Admissions - Enter data to maintain Campus Visits and Events data pages via the use of Salesforce -
Lead Campus AmbassadorIndiana University–Purdue University Indianapolis Dec 2021 - Apr 2022Indianapolis, Indiana, Us- Provided IUPUI campus tours to prospective students and engaged in recruitment activities.- Gained an ability to pay attention to detail - Communicated with other ambassadors, prospective students and their families that are on tour- Enhanced my teamwork abilities- Trained new hires on tour components such as speeches, question answering, tour routes, etc.
-
Campus AmbassadorIndiana University–Purdue University Indianapolis Mar 2021 - Dec 2021Indianapolis, Indiana, Us- Provided perspective students with tours of IUPUI- Engaged with guests and ensure any questions they may have are answered- Worked as a team with other ambassadors when giving tours
-
Sales InternOnboard May 2022 - Aug 2022Indianapolis, Indiana, Us- Generated leads and built relationships through emailing and calling warm leads.- Represented OnBoard's product through the knowledge of needs and personas I'm communicating with.- Ulitized SalesForce, Salesloft, and ZoomInfo in order to cold call, email, and generate new sales opportunities. - Made 500+ cold calls and sent 300+ emails to ICP targets in under a month. - Utilized Microsoft Excel to assist SDRs in finding and creating leads. - Assisted with maintaining a positive sales department and enhanced SDR motivation through weekly/daily incentives.- Won the call blitz two weeks in a row totaling 90+ calls each time. -
Xtern - Class Of 2022Techpoint May 2022 - Aug 2022Indianapolis, In, Us
Rachel Stevens Education Details
-
Kelley School Of Business IndianapolisManagement And International Studies -
Marist High School ChicagoHigh School Diploma
Frequently Asked Questions about Rachel Stevens
What company does Rachel Stevens work for?
Rachel Stevens works for Charles Schwab
What is Rachel Stevens's role at the current company?
Rachel Stevens's current role is Client Relationship Specialist at Charles Schwab.
What is Rachel Stevens's email address?
Rachel Stevens's email address is rs****@****ays.com
What schools did Rachel Stevens attend?
Rachel Stevens attended Kelley School Of Business Indianapolis, Marist High School Chicago.
Who are Rachel Stevens's colleagues?
Rachel Stevens's colleagues are Syreeta Harris, Josh Laughlin, Jennifer Beebe, Dhruvish Mehta, Thomas Nguyen, Mba, Cspo, Sameer Deshmukh, Chris Stryker, Cfp®.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial