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Goeun Choi
Client Services Associate at Buchanan Wealth Management
Professional Background
Goeun Choi is a dedicated professional with a diverse background in client services, executive assistance, and human resources. With a strong academic foundation in psychology from Dickinson College, she has cultivated the skills necessary to thrive in various dynamic environments. Currently, she serves as a Client Services Associate at Buchanan Wealth Management, where she leverages her knowledge in psychology to understand client needs and foster lasting relationships. Her role involves assisting clients in their financial journey, providing exceptional service, and ensuring a seamless experience that meets their financial goals.
Throughout her career, Goeun has accumulated valuable experience across multiple sectors. Prior to joining Buchanan Wealth Management, she honed her organizational and communication skills as an Executive Assistant at United We Dream, a grassroots immigrant youth organization. In this capacity, she was integral in managing day-to-day operations, streamlining processes, and providing support to senior leadership, which contributed to the organization's mission to advocate for immigrant rights and social justice.
Goeun also has a solid foundation in editorial work and content management through her experience as a Senior Editor at Her Campus Dickinson at Her Campus Media. Her role involved overseeing content creation, editing submissions, and collaborating with a team of writers to ensure high-quality and engaging articles that resonate with the audience. This position allowed her to refine her editorial skills while promoting an inclusive and empowering platform for university students.
Moreover, Goeun's journey includes serving as a Human Resources Intern (Remote) at New York Minute Magazine, where she gained hands-on experience in the recruitment process, onboarding, and employee relations. This experience has equipped her with insights into workforce management and the importance of fostering a positive workplace culture—a perspective that continues to inform her approach in her current roles.
Earlier in her academic career, Goeun worked as a Recruiting Assistant at Dickinson College, where she supported the recruitment team in sourcing candidates and organizing job fairs. This role ignited her passion for human resources and directed her career trajectory towards supporting individuals as they navigate their professional journeys.
Education and Achievements
Goeun Choi graduated with a Bachelor of Arts (B.A.) in Psychology from Dickinson College, a highly reputable liberal arts institution known for its rigorous academic programs and commitment to shaping well-rounded graduates. Her education in psychology has provided her with a unique perspective on human behavior, motivation, and effective communication—skills that she applies daily in her professional endeavors.
During her time at Dickinson College, Goeun was not only focused on her studies but also engaged actively in campus organizations and extracurricular activities. This involvement greatly influenced her skill set and fostered a spirit of collaboration and leadership that she carries with her in her career.
Goeun has continually demonstrated her ability to adapt and excel in various roles, making her a well-rounded candidate in the fields of client services, human resources, and editorial management. Her ability to establish connections with people from various backgrounds and her passion for empowering others are significant aspects of her professional narrative.
Achievements
- Bachelor of Arts in Psychology from Dickinson College, equipping her with a strong understanding of human interactions.
- Effective management of client relationships in her current role, contributing to client satisfaction and retention.
- Proven track record of supporting organizational operations in non-profit and media organizations, which showcases her versatility and commitment.
- Leadership experience as Senior Editor at Her Campus Dickinson, reflecting her ability to engage and inspire a team of writers and content creators.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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