Shane Metternick
Dallas
Summary
Dynamic Client Experience Associate at Fidelity Investments with a proven track record in enhancing client satisfaction through effective problem-solving and data analysis. Skilled in managing complex account operations and ensuring compliance, I excel in fostering strong client relations while leveraging advanced Excel capabilities to drive operational efficiency.
Overview
3
3
years of professional experience
Work History
Client Experience Associate
Fidelity Investments
Westlake
06.2025 - Current
- Execute operational support for retirement and non-retirement brokerage accounts, ensuring strict adherence to regulatory, compliance, and firm-level risk standards
• Process new account openings across individual, joint, and retirement vehicles, reviewing documentation for accuracy, suitability, and regulatory completeness
• Manage complex account maintenance requests including standing payment instructions, beneficiary updates, advisor changes, and cash management features
• Trained in Transfers of Assets (TOA), facilitating full and partial ACATS transfers while coordinating with contra firms to mitigate settlement delays and asset discrepancies
• Identify and resolve account-level discrepancies through cross-functional collaboration with compliance, operations, and advisory teams
• Handle high volumes of time-sensitive financial transactions with precision, maintaining strong controls over client data and asset movement
Supervisor
Avocado pit
Beverly
12.2023 - 01.2025
- Oversaw all areas of restaurant operations and supported senior supervisor in decision-making to enhance customer experience
- Responded to guest complaints and implemented actions that converted dissatisfied patrons into repeat customers
Member Services intern
Patriot Mobile
Dallas
05.2023 - 08.2023
- Delivered exceptional customer service by assisting members over the phone for 8 hours daily, managing account updates, payment processing, coverage optimization, and plan recommendations to enhance member satisfaction.
- Emphasized customer-centric approach by proactively addressing members' needs and concerns, providing timely solutions while consistently exhibiting courtesy and friendliness.
- Demonstrated expertise in activating new phone lines and efficiently troubleshooting phone-related issues, resolving problems promptly to minimize customer inconvenience. Managed the porting-in process of phone lines, ensuring a smooth transition for customers and maintaining their satisfaction with the service
Education
Bachelor of Science - Economics with Finance Applications, Business Minor
Southern Methodist University - Dedman College of Humanities And Sciences
Dallas, TX05.2025
Study abroad coursework in the Science and Art of Decision Making
London School of Economics
UK07.2023
Skills
- Client relations
- Communication
- Problem Solving
- Data analysis
- Financial analysis
- Excel
- PowerPoint
- Time Management
Leadership And Community Outreach
- Southern Methodist Club Polo Team, Vice president, Dallas, TX, 08/01/21, Current, Attended team meetings and organized all games and practices in lieu of coaching staff, Developed and managed the annual budget, effectively allocating resources to support team needs and growth, Led fundraising initiatives, successfully securing $180,000 by engaging with donors and alumni
- Little League tryouts, Volunteer coach, Wenham, MA, 03/01/17, 08/01/21, Assisted in organizing and conducting tryouts for young athletes, providing guidance and evaluation to identify talent, Coached players during tryouts, offering skill development tips and constructive feedback to enhance performance, Facilitated warm-up sessions, ensuring players were prepared and focused for their evaluations, contributing to a smooth and effective tryout process
Timeline
Client Experience Associate
Fidelity Investments
06.2025 - Current
Supervisor
Avocado pit
12.2023 - 01.2025
Member Services intern
Patriot Mobile
05.2023 - 08.2023
Bachelor of Science - Economics with Finance Applications, Business Minor
Southern Methodist University - Dedman College of Humanities And Sciences
Study abroad coursework in the Science and Art of Decision Making
London School of Economics