Meghan Ray
Dunedin,FL
Summary
Proven track record in enhancing operational efficiency by specializing in Client Onboarding and Maintenance. Adept in fostering team collaboration and excelling in customer service. I blend critical thinking with exceptional adaptability to solve complex issues, ensuring high client satisfaction and streamlined account management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities, currently consisting of leading the Ambassador Conversions team and training associates on the new process.
Overview
5
5
years of professional experience
Work History
Senior Advisory & Managed New Accounts Associate
Raymond James Financial Services, Inc
02.2021 - Current
- Trains and integrates processors into new roles while still focusing on own performance and quality.
- Continuously analyzes and applies previous situations and solutions to new challenges
- Contributes towards positive work environment by maintaining open communication channels among team members, creating job aids, and acting as an information source for associates, team leads, and branches.
- Aids in implementing system and process changes/updates.
- Assists branches and associates with complex inquiries or requests, conducting research as necessary to provide accurate information promptly.
- Participates in team meetings to discuss departmental goals, strategies, and areas for improvement.
- Provides excellent customer service during telephone interactions, resulting in high levels of client satisfaction.
Bartender
Frenchy's Outpost
08.2019 - Current
- Excelled in customer service, conflict/complaint resolution, and situational awareness
- Managed staff, stock, budgets, and menus
- Developed and maintained excellent relationships with vendors and clientele
- Navigated up-and-coming bartenders in correct processes and procedures
Education
No Degree - Radiologic Technology
Delaware Technical And Community College - Owens
Georgetown, DESkills
- Entrenched in Customer Service
- Goal oriented
- Strongest attention to detail
- Highly organized
- Knowledge retention
- Exceptionally adaptable
- Time optimization
- Problem solving
- Critical thinking
- Accountable
Accomplishments
- June, 2023 - Received "Associate of the Quarter" Award
- March, 2024 - Received "Associate of the Quarter" Award
Timeline
Senior Advisory & Managed New Accounts Associate
Raymond James Financial Services, Inc
02.2021 - Current
Bartender
Frenchy's Outpost
08.2019 - Current
No Degree - Radiologic Technology
Delaware Technical And Community College - Owens