JENNIFER MEEHAN

adkvnj@r.postjobfree.com 773-***-***** https://www.linkedin.com/in/jen-meehan-ab90348a/

Summary

High-performing assistant offering extensive experience working with diverse client base and delivering exceptional results. Polished in managing client relations and liaising with internal stakeholders. Meticulous with demonstrated success in process improvements and procedural adherence to achieve company and client objectives. Responsible for possessing first-rate scheduling, telephone and documentation abilities. Service-oriented with expertise in preparing and modifying documents, coordinating meetings and committed to establishing stellar rapport with clients of diverse backgrounds.

Experience

Client Service Associate, GCG Financial Deerfield, IL

08/2020 - Current

●Delivered fast, friendly and knowledgeable service to clients to both maintain and extend relationships for future business opportunities.

●Promoted client satisfaction by working with operational teams in proper resolution of service issues.

●Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.

●Participated in client investment and planning meetings by taking notes and overseeing.

●Identified client financial goals and risk tolerance to recommend products.

●Researched issues and made quick decisions to achieve efficient and effective resolutions.

●Conducted data analysis and reporting to ease burden on top Wealth Management Advisors.

●Prepared investment review documents for client meetings.

●Worked with team to coordinate financial plans, reports and presentations.

●Documented conversations with customers to track requests, problems and solutions.

●Consulted with clients regarding Investment and Insurance needs.

●Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.

●Kept abreast of financial impact of clients' life changes to meet needs and explore new areas of growth.

●Developed and deepened relationships with new and existing clients to advance progress and improve business.

●Engaged customers with proactive strategies to understand needs and develop successful solutions.

●Advised high net worth clients and insurance department management on financial investment options and decisions involving capital expenditures.

Client Service Associate, Wealth Enhancement Group Northbrook, IL.

11/2019 – 5/2020

●Served the client by setting up accounts and insuring their funds transfer from surrendering company

●Responded to and resolve client requests; completed necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.

●Researched and completed any outstanding issues related to the Broker/Dealer or Operations

●Gathered data and prepare summary reports for the use in client reviews; compile the review documents for the Advisor.

●Created visual reports for clients as well as fact finders for the Financial Planners

Insurance Producer, Mutual of Omaha Rosemont, IL.

08/2018 – 08/2019

●Operated in fast-paced and driven sales environment.

●Consulted with Life and Disability Insurance potential clients to assess needs and match products.

●Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

●Wrote policies, finalized documents and filed paperwork.

●Reviewed insurance inquiries, working effectively to accommodate various requests to build our agency's reputation as service provider.

●Generated new leads and identified potential clients by using successful direct marketing strategies.

●Improved office operations continually by maintaining records, tracking data and promoting internal communications.

●Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.

Education

Benedictine University Lisle, IL.

MBA in Marketing Management

05/2009

Saint Xavier University Chicago, IL.

Bachelor of Arts in Marketing

05/2007

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