Megan Bright
Belmont,NC
Summary
Client service professional prepared for a role in the financial industry. Strong background in building and maintaining client relationships, ensuring high client satisfaction. Skilled in communication, problem-solving, and time management. Adaptable team player focused on achieving results and meeting changing needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Wealth Management Client Associate
Merrill Lynch
12.2021 - Current
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
Customer Service Manager
Harris Teeter
03.2021 - 12.2021
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
Assistant Customer Service Manager
Harris Teeter
08.2020 - 03.2021
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Coordinated staff schedules to maintain optimal coverage during peak service hours.
- Enhanced customer satisfaction by promptly addressing and resolving complaints and issues.
Store Accountant
Harris Teeter
07.2019 - 08.2020
- Improved store financial accuracy by conducting regular audits and reconciling discrepancies.
- Reduced accounting errors with diligent attention to detail and thorough data entry.
- Trained new employees on accounting principles and company procedures.
Personal Shopper
Harris Teeter
06.2018 - 07.2019
- Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.
- Consistently met deadlines and quality goals for accuracy and timeliness.
- Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
Education
MBA - Business Administration
East Carolina University
Greenville, NC07-2021
Master of Science - Mathematics
East Carolina University
Greenville, NC05-2018
High School Diploma -
East Gaston High School
Mt Holly, NC05-2014
Skills
- Compliance awareness
- Wealth management
- Financial planning
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Adaptability and flexibility
- Client onboarding
- Relationship building
Certification
- SIE License - Aug 2024
- Series 7 License - Jan 2025
- Series 66 License - Apr 2025
Timeline
Registered Wealth Management Client Associate
Merrill Lynch
12.2021 - Current
Customer Service Manager
Harris Teeter
03.2021 - 12.2021
Assistant Customer Service Manager
Harris Teeter
08.2020 - 03.2021
Store Accountant
Harris Teeter
07.2019 - 08.2020
Personal Shopper
Harris Teeter
06.2018 - 07.2019
MBA - Business Administration
East Carolina University
Master of Science - Mathematics
East Carolina University
High School Diploma -
East Gaston High School
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