Kylie Chacon
About Kylie Chacon
Kylie Chacon is a Client Services Specialist at Fi360, where she focuses on client satisfaction and feedback for technology solutions. She holds a Bachelor of Science in Multi/Interdisciplinary Studies from Liberty University and has previous experience in outdoor instruction and account management.
Work at Fi360
Kylie Chacon has been employed at Fi360, a Broadridge company, as a Client Services Specialist since 2020. In this role, she plays a vital part in achieving team goals related to client satisfaction and response times. Her responsibilities include educating clients on the Fiduciary Standard of Care and Industry Best Practices. Additionally, she contributes to the development of Fi360's technology solutions by providing valuable client feedback to the Product and Technology Teams.
Education and Expertise
Kylie Chacon earned her Bachelor of Science degree in Multi/Interdisciplinary Studies from Liberty University, where she studied from 2013 to 2017. This educational background has equipped her with a diverse skill set that supports her work in client services and technology development. Her academic experience enhances her ability to understand and address client needs effectively.
Background
Before joining Fi360, Kylie Chacon gained experience in various roles. She worked as a Legacy Fellow at Sky Ranch from 2017 to 2018, where she developed skills in mentorship and leadership. Following this, she served as an Account Manager at IRIO from 2019 to 2020, focusing on client management and relationship building. Additionally, she worked as an Outdoor Instructor at Sky Ranch from 2018 to 2019, which further contributed to her diverse professional background.
Professional Experience
Kylie Chacon has accumulated a range of professional experiences that enhance her capabilities in client services. Her tenure as an Outdoor Instructor at Sky Ranch provided her with hands-on experience in teaching and guiding individuals. As an Account Manager at IRIO, she honed her skills in managing client relationships and addressing their needs. These roles have collectively prepared her for her current position at Fi360.