Megan Hansen
Phoenix
Summary
Results-driven professional with focus on efficient account management and process optimization. Key player in improving operational workflows and maintaining high customer satisfaction. Known for strong collaborative skills and ability to adapt to changing demands, ensuring team success and goal achievement.
Overview
9
9
years of professional experience
Work History
Account Maintenance Specialist
Vanguard
03.2025 - 08.2025
- Demonstrated exceptional attention to detail when maintaining client records leading to increased data accuracy and reduced instances of errors or disputes from clients regarding their account information.
- Developed and maintained strategic operational processes, streamlining customer experience and adding value to company.
- Expedited resolution of discrepancies by collaborating with cross-functional teams for timely issue identification and corrections.
Financial Advisor
CEA CAPA
03.2024 - 11.2024
- Cultivated strong client relationships, enhancing trust and loyalty in financial portfolio management.
- Developed personal rapport with clients to maintain loyalty and promote long-term account retention.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Receptionist
East Maryland Animal Hospital
07.2023 - 03.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Completed physical inventory counts each month.
Receptionist\ Collections Agent
OrangeWood Animal Hospital
01.2022 - 07.2023
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Collections Agent
Teleperformance USA
01.2019 - 01.2022
- Maintained high volume of calls and met demands of busy and productive group.
- Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
- Worked in call center environment handling manual and automatically dialed outbound calls.
Shift Lead
McDonald's Restaurant
01.2017 - 01.2019
- Performed inventory control, such as counting, and stocking merchandise.
- Helped maintain an organized stockroom by labeling shelves clearly, designating specific areas for different products, and rotating stock regularly as required.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Education
Veterinary Assistance -
Animal Behavioral College
Online Career Education Center
Fairbanks, AK05.2017
Skills
- Transaction monitoring
- Data management
- Account administration
- Banking regulations
- Strong work ethic
- Attention to detail
Timeline
Account Maintenance Specialist
Vanguard
03.2025 - 08.2025
Financial Advisor
CEA CAPA
03.2024 - 11.2024
Receptionist
East Maryland Animal Hospital
07.2023 - 03.2024
Receptionist\ Collections Agent
OrangeWood Animal Hospital
01.2022 - 07.2023
Collections Agent
Teleperformance USA
01.2019 - 01.2022
Shift Lead
McDonald's Restaurant
01.2017 - 01.2019
Veterinary Assistance -
Animal Behavioral College
Career Education Center
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