Alexandria Horvat
Toronto,ON
Summary
Senior Management, Sales, and Client Relationship with over 10 years of banking and investing industry experience, serving in sales leadership roles with targets across the country, including personal clients and institutions (pension funds, retirement plans, and benefits for large scale corporations). Highly analytical, organized, and detail-oriented with collected data to identify opportunities to meet a result. Familiar and confident in a fast-paced environment. Resourceful leader, a relationship builder, experienced working with different partners from various lines of business within the field and outside across several industries.
Overview
10
10
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Branch Administrator
Canaccord Genuity
09.2022 - 03.2024
- Client relationship management, financial administration, reporting, trading, correspondence, updating information, verifying client identity, informing changes to accounts and policies
- Supported branch growth through effective management of 45 support staff members, including recruitment, training, and performance evaluations.
- Administered payroll tasks accurately ensuring all employees were paid on time without discrepancies.
- Generated financial and operational reports to assist management with business strategy.
Manager, Client Relationship & Sales
Kingwest & Company
08.2021 - 04.2022
- Managed day-to-day relationships with partners, including status reports, stakeholder reviews, and partner marketing team liaison
- Communicated clearly with employees, and stakeholders to keep everyone on same page and working toward established business goals.
- Mentored junior team members for career advancement, fostering pipelines of future leaders within the organization.
Client Service Associate
TD Wealth PIA & PIC
07.2014 - 08.2019
- Licensed representative providing surveillance of all operational accounts in support of advisor team with portfolio of $538 million of managed assets
- Developed customized reports for clients that highlighted key performance indicators and facilitated informed decision-making processes.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Assisted in retention of high-value clients through proactive communication and exceptional service delivery.
Education
Bachelor of Arts - Humanities
York University
Toronto, ON 05.2001 -
Skills
Client Relationship Management
undefinedVolunteer Experience
Philanthropy, Community, 2017-01-01, Present, Copper Creek Golf Charity Torunament, 2023, Nobleton Lakes Golf Charity Tournament, 2022, Fundraiser & Bike Ride Participant cycling 210km over 2 days, 2017, 2019
Certification
Conducts & Practices Handbook
Timeline
Branch Administrator
Canaccord Genuity
09.2022 - 03.2024
Manager, Client Relationship & Sales
Kingwest & Company
08.2021 - 04.2022
Conducts & Practices Handbook
04-2019
Canadian Securities Course
10-2017
Professional Certificate in Human Resources Management
10-2014
Client Service Associate
TD Wealth PIA & PIC
07.2014 - 08.2019
Bachelor of Arts - Humanities
York University
05.2001 -
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