Maranda Murray
Highland
Summary
Results-driven professional with a proven track record of delivering exceptional service to high-net-worth clients. Successfully manages complex financial transactions and collaborates with Financial Consultants to provide tailored solutions that meet clients' immediate and long-term financial goals. Recognized for strong leadership skills, effective communication, and a client-first approach that fosters trust and enhances financial confidence. Passionate about providing an exceptional client experience, uplifting coworkers, and adding value to the work environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
High Net Worth Associate
Fidelity Investments
07.2023 - Current
- Building on my experience as a fully licensed FINRA representative, my current role supporting high-net-worth clients has expanded my ability to assist with more complex financial needs
- I work closely with Financial Consultants and their in-book clients to facilitate transactions that align with their immediate financial goals
- Leveraging strong communication skills, I collaborate effectively to provide tailored service, including managed account fundings, distributions, and in-depth account inquiries
- My background in client education and relationship-building enables me to guide clients with empathy and ensure an excellent customer experience while deepening their financial confidence
Customer Relationship Advocate
Fidelity Investments
02.2022 - 07.2023
- As a fully licensed FINRA representative I support clients in a variety of their needs
- Building rapport and relationships with customers as I assist, educate and guide clients in their financial goals
- Using effective communication as I demonstrate empathy and passion for helping people and ensure an excellent customer experience
- Service varied by customer needs, including balance inquiries, money movement, trading, and more
- Answering questions and providing resources to deepen understanding and build confidence
E shop & Business Center Associate
Harmons Grocery
01.2021 - 02.2022
- Working closely in almost every department
- My main departments I work in are customer oriented
- Responsible for a handful of tasks including but not limited to effective customer communication both online and verbally
- Providing best service for online orders in an effective time limit
- Provide best customer service
- Keep track of tills and ensure they balance at the end of the shift
- Learn new computer tasks quickly and efficiently
- Quick problem solving while maintaining a positive attitude
- Work and lead teams in accomplishing tasks under pressure
Full time missionary
Church of Jesus Christ of Latter day Saints
07.2019 - 12.2020
- Served a full time mission in Quebec Canada
- During my service there I learned many skills from my various responsibilities
- Goal and Plan setting, time management, how to work with people from all different backgrounds effectively, manage and direct facebook pages, leadership skills, effective communication in french and english, marketing, social media advertising, teaching and listening skills
Lead Customer Service Manager
Harmons Grocery
06.2017 - 05.2019
- Worked as a CSM for two years at harmons
- In summary I was responsible for the productivity and efficiency of the front end
- This had many tasks but to name a few: manage the front end, ensure best customer service from both myself and my cashiers I was in charge of, organize and manage tills for all checkstands, problem solving for customers, memorize computer codes, cover shifts, and train new hires
Volunteer
Humanitarian Work
06.2018 - 09.2018
- Spent the summer in Peru learning valuable people skills
- Volunteering in orphanages, working with children with disabilities, and learning about the culture of Peru
Education
Bachelor of Science - Business Management
Wilmington University
New Castle, DE05-2025
Skills
- Time Management
- People Person
- Organized
- Strong work ethic
- Leadership qualities
- Active Listener
- Problem-Solving
- Communication Skills
- Positive Attitude
- Relationship building
Financial Licenses
- Series 7
- Series 63
Awards
- Excellence in Action Award 2022
- Excellence in Action Award 2023
- Excellence in Action Award 2024
- Top 5% Performer GM Award 2024
Certification
- General Securities Representative Exam (Series 7) - Financial Industry Regulatory Authority (FINRA).
- Uniform Securities Agent State Law Examination (Series 63) - North American Securities Administrators Association (NASAA).
Languages
French
Limited Working
Timeline
High Net Worth Associate
Fidelity Investments
07.2023 - Current
Customer Relationship Advocate
Fidelity Investments
02.2022 - 07.2023
E shop & Business Center Associate
Harmons Grocery
01.2021 - 02.2022
Full time missionary
Church of Jesus Christ of Latter day Saints
07.2019 - 12.2020
Volunteer
Humanitarian Work
06.2018 - 09.2018
Lead Customer Service Manager
Harmons Grocery
06.2017 - 05.2019
Bachelor of Science - Business Management
Wilmington University