Meghan Hanna
Raleigh
Summary
Dynamic Financial Professional with proven expertise in the industry excelling in client engagement and business development. Skilled in analytical problem solving and delivering tailored financial solutions, I successfully enhanced adviser portfolios and generated significant business opportunities, fostering strong client relationships and achieving high satisfaction rates.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
Fidelity Investments
04.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Provide comprehensive support to five financial advisers, managing and enhancing their book of business.
- Proactively contact leads to generate business opportunities for the advisers I support.
- Contact external firms and providers on behalf of clients to assess their existing products and determine whether they should be retained or replaced.
- Conduct client appointments to implement product solutions, consolidate outside accounts, fulfill service requests, gather information needed for the planning process, and meet with clients for introductory financial planning.
- Engage in financial planning discussions with clients to assess their goals and develop tailored strategies.
Financial Representative
Fidelity Investments
12.2023 - 04.2024
- Assist walk-in clients with service needs such as money movement, rollovers, gifting strategies, opening accounts and check deposits.
- Assist clients and business owners in determining the most suitable retirement account based on their needs and goals.
- Attend adviser appointments to assist with service requests and ensure client needs are met.
- Make outbound calls to clients to align them with the appropriate advisers.
Financial Services Representative
Fidelity Investments
05.2023 - 12.2023
- Successfully obtained all required financial and insurance licenses.
- Managed inbound calls for customer service, including money movement, account maintenance, and trade requests.
- Trained coworkers on how to effectively handle inbound calls and provide customer support.
- Dedicated one day a week to supporting walk-in clients at the local office and shadowing advisers to gain in-depth business knowledge.
Service Desk Team Leader
Wegmans Food Markets, Inc
11.2022 - 05.2023
- Managed the customer service desk and led team of employees to ensure efficient operations and exceptional customer service.
- Managed client escalations and complaints, working proactively to resolve issues and find effective solutions.
- Responsible for reaching out to local 501(c)3 organizations to facilitate donations to businesses, managing the transaction from start to finish.
- Developed and implemented operational procedures to enhance efficiency and streamline processes.
Service Team Manager
Wegmans Food Markets, Inc
07.2021 - 11.2022
- Managed the entire store during evening shifts, ensuring smooth operations before closing.
- Managed the front end during the day, ensuring efficient operations and smooth customer service.
- Developed and trained employees, providing guidance to help them achieve their career goals.
- Addressed customer complaints and escalations, working to find effective resolutions and maintain satisfaction.
- Led fundraising campaigns and consistently achieved or surpassed targets.
Front End Coordinator
Wegmans Food Markets, Inc
08.2020 - 07.2021
- Oversaw the front end, ensuring smooth operations and efficient service delivery.
- Increased overall efficiency by delegating tasks according to individual strengths and abilities.
- Enforced company policies attentively while also remaining empathetic toward customer concerns or complaints.
- Monitored cash registers regularly for accuracy, reducing discrepancies in financial records at the end of each shift.
- Provided expert service when greeting customers, answering phone calls and handling issues.
Management Internship Program
Wegmans Food Markets, Inc
05.2018 - 08.2020
- Spent multiple summers working at various stores in the Buffalo area, gaining experience in different departments and learning how to manage operations effectively.
- Attended leadership seminars to enhance skills and learn effective team management strategies.
- Researched and completed an e-commerce project, presented to senior leadership showcasing ideas to enhance e-commerce operations.
Deli Customer Service
Wegmans Food Markets, Inc
07.2017 - 05.2018
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
Education
Bachelor of Science - Financial Planning
Franklin University
12-2022
Skills
- Relationship building
- Excellent communication
- Service support
- Client engagement
- Product knowledge
- Business development
- Product recommendations
- Analytical problem solving
- Critical thinking
- Attention to detail
- Customer service
- Financial services
- Client acquisition
Certification
- Candidate for CFP certification.
Series 7, 66, Life and Health Insurance Licensed
Obtained Series 7, Series 66, Health, and Life Insurance Licenses.
Timeline
Relationship Manager
Fidelity Investments
04.2024 - Current
Financial Representative
Fidelity Investments
12.2023 - 04.2024
Financial Services Representative
Fidelity Investments
05.2023 - 12.2023
Service Desk Team Leader
Wegmans Food Markets, Inc
11.2022 - 05.2023
Service Team Manager
Wegmans Food Markets, Inc
07.2021 - 11.2022
Front End Coordinator
Wegmans Food Markets, Inc
08.2020 - 07.2021
Management Internship Program
Wegmans Food Markets, Inc
05.2018 - 08.2020
Deli Customer Service
Wegmans Food Markets, Inc
07.2017 - 05.2018
Bachelor of Science - Financial Planning
Franklin University
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