Caitlyn Davidson

Caitlyn Davidson

About

Detail

Springville, Pennsylvania, United States
Contact Caitlyn regarding: 
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Full-time jobs
Starting at USD60k/year
person_search
Finding candidates

Timeline

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Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Empower
    Private Client Scheduling Specialist
    Empower
    Mar 2025 - Current (1 year 7 months)
    • Act as first point of contact for Private Client Advisory Team and proactively set appointments for prospective high-value clients • Increase schedule adherence through consistent monitoring and real-time adjustments as needed • Manage email-forwarded or advisor-requested reschedules • Log details into Salesforce and Excel, and reach out to prospective clients via email, call, and text • Execute follow ups over a structured timeline • Review open requests and cases daily via Tableau reports • Organize and clear calendars for all Private Client advisors as needed
  • Empower
    Outbound Associate - PCG Assist
    Empower
    Apr 2024 - Mar 2025 (1 year)
    • Prioritize dialing and confirming user-driven online appointments for the Private Client Advisory Team • Reach out to users who missed appointments to get them back on the calendar • Communicate with Private Client advisors via email and Teams throughout the day to ensure clear understanding of expectations
  • Empower
    Outbound Associate
    Empower
    Feb 2023 - Apr 2024 (1 year 3 months)
    • Utilized Salesforce to conduct outbound calls to prospective clients and generate interest • Scheduled virtual meetings with prospects' assigned financial advisor • Maintained spreadsheet of upcoming and missed appointments via Excel • Troubleshoot any issues users may have with their financial dashboard and put in tickets to our support team
  • P
    Client Services Representative
    Prudential Empower
    Apr 2022 - Sep 2022 (6 months)
    • Processed loan payments through client contribution checks / wires • Matched correct participant to their plan through PNC rejects • Keyed employee rosters via company contributions • Utilized Excel to configure PNC recon spreadsheets
  • H
    Front Desk Agent / Night Auditor
    Hampton Inn & Suites by Hilton
    Aug 2021 - Mar 2023 (1 year 8 months)
    • Responsible for greeting guests, checking them in and out in friendly and efficient manner Answered guests' questions / concerns about reservations and overall hotel experience Provided recommendations for local restaurants and activities Maintained accurate records of guest information, payments, and reservations using hotel management software systems • Utilized OnQ to perform nightly audit functions
  • Tully's Good Times
    Hostess
    Tully's Good Times
    Jan 2021 - Aug 2021 (8 months)
    • Welcomed patrons and sat parties according to seating chart • Handled phone calls and kept track of online reservations and waitlists • Responded to any inquiries from customers and provided information regarding hours, menu, dining experience, etc. • Monitored the restaurant to determine optimal dining flow
Education verified_user 0% verified
  • E
    High School Diploma
    Elmer L. Meyers High School
    Sep 2002 - Jun 2006 (3 years 10 months)
    General Studies