Megan Carter
Dothan,AL
Summary
Professional with focus on client relations and support. Well-versed in managing client accounts and addressing their needs to ensure seamless service delivery. Reliable team collaborator known for adaptability and results-driven approach.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Registered Wealth Management Client Associate
Merrill Lynch
Dothan, AL
01.2020 - Current
- Nationally recognized and honored for contributions to market
- Market coach for 7 offices throughout South Alabama and the Florida panhandle
- Assist clients with all aspects of their accounts
- Enter market trades
- Assist Financial Advisor in client strategy analysis and review
- Document client interaction in CRM system
- Coordinate client reviews
- Process daily deposits
- Submit correspondence for firm approval
- Assist in training of new employees
- Oversee monthly market Client Associate meeting
Media Coordinator
Alfred Saliba Corporation
Dothan, AL
08.2016 - 01.2020
- Managed website content and social media accounts for residential/commercial construction, and remodeling areas of business
- Created monthly advertisements of new residential homes for local real estate magazine
- Photographed, inspected, and reported on completed homes to ensure company's standard of quality was achieved
- Selected and documented design finishes for spec homes
- Created and submitted Remodeling Excellence Award project annually – including interviewing homeowner, documenting process and interview in narrative form, coordinating photo shoot, verifying project costs, etc
- Planned and executed realtor appreciation luncheons
Financial Advisor
Raymond James Financial Services, Inc
Dothan, AL
08.2014 - 08.2016
- Cultivated relationships with prospective and existing clients
- Worked with new clients to create and implement investment plans
- Reviewed existing clients' portfolios to ensure investments were in line with goals
- Documented written and verbal correspondence with clients in CRM system
- Executed market trades
- Obtained Series 7 and 66 securities licensures and Accredited Asset Management Specialist designation
- Worked in conjunction with home office on updating our branch website design
- Received and deposited monies from clients to be invested
- Processed and issued disbursement checks to clients
New Home Consultant
Signature Homes
Birmingham, AL
2012 - 2014
- Guided clients through the home building process, facilitating informed decisions and enhancing customer satisfaction
- Coordinated site visits and walkthroughs, ensuring a seamless experience from contract to closing
- Effectively communicated project updates to clients regarding construction progress, ensuring transparency throughout the entire process
- Conducted weekly site inspections with builder to log progress and verify accuracy of work
- Led companywide 2/10/40 initiative, setting new records for levelized production starts, enabling steady workflow for in office associates and vendors in the field
- Trained New Home Consultants on data entry systems and created training video for new hires
Education
Bachelor of Science (B.S.) - Business Management
The University of Alabama
Tuscaloosa, AL12-2004
Skills
- Communication
- Relationship Building
- Problem Solving
- Mentoring
- Organization
- Customer Service
- Project Management
- Attention to Detail
- Data Analysis
- Leadership
Certification
- Series 7 - General Securities
- Series 66 - Uniform Combined State Law
Timeline
Registered Wealth Management Client Associate
Merrill Lynch
01.2020 - Current
Media Coordinator
Alfred Saliba Corporation
08.2016 - 01.2020
Financial Advisor
Raymond James Financial Services, Inc
08.2014 - 08.2016
New Home Consultant
Signature Homes
2012 - 2014
Bachelor of Science (B.S.) - Business Management
The University of Alabama