Anjali Anjali
North Vancouver
Summary
Customer-focused financial services professional with experience in banking, insurance, and client support. Skilled in handling financial transactions, risk assessment, and administrative operations while ensuring compliance with industry regulations. Strong background in customer service, problem-solving, and sales. Seeking an opportunity in banking or insurance to leverage my expertise in financial operations and customer relations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Client Support & Administrative Associate
West Coast Financial Services
01.2024 - 06.2024
- Assisted clients with inquiries related to account details, documentation, and financial service applications
- Processed payments, handled cash transactions, and maintained accurate records
- Supported the onboarding of new clients by verifying documents and ensuring compliance with regulations
- Scheduled appointments and coordinated with financial advisors for client consultations
- Maintained confidentiality and security of sensitive financial information
Customer Service Representative – Financial Products
Evergreen Credit & Insurance Solutions
04.2023 - 12.2023
- Educated clients on various financial and insurance products, helping them choose suitable plans
- Handled payment processing, billing inquiries, and account updates
- Assisted with documentation for loans, insurance applications, and claims
- Conducted basic risk assessments to guide customers toward appropriate financial protection solutions
- Resolved customer concerns efficiently, ensuring high client satisfaction
Education
MBA -
University Canada West
04.2024
Chartered Accountancy Course - Accounting
Institute of Chartered Accountants
Delhi04.2022
Bachelor’s in Commerce - Accounting and Finance
University of Delhi
11.2021
Skills
- Banking & Financial Transactions
- Insurance Policy & Risk Assessment
- Customer Service & Relationship Management
- Cash Handling & Payment Processing
- Financial Documentation & Compliance
- Problem-Solving & Conflict Resolution
- Sales & Product Recommendations
- Strong Communication & Attention to Detail
Certification
- Fundamental Insurance Certification
- Cash Handling & Financial Transactions Training
- Customer Service Excellence Certification
- Basic Insurance & Risk Management Workshop
Languages
English
Full Professional
Timeline
Client Support & Administrative Associate
West Coast Financial Services
01.2024 - 06.2024
Customer Service Representative – Financial Products
Evergreen Credit & Insurance Solutions
04.2023 - 12.2023
MBA -
University Canada West
Chartered Accountancy Course - Accounting
Institute of Chartered Accountants
Bachelor’s in Commerce - Accounting and Finance
University of Delhi
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