Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
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Arpit Narang

Toronto,ON

Summary

Personable and proactive, well-suited for a client-focused role. Adept in understanding client needs and delivering effective solutions, with strong communication and problem-solving skills. Committed to driving customer satisfaction and fostering long-term client relationships.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Advisor

Royal Bank of Canada
11.2022 - Current
  • Engaged proactively with clients to understand their financial goals, providing tailored advice and solutions to enhance their banking experience
  • Utilized technology to educate clients about digital banking applications, improving their financial management capabilities
  • Fostered relationships through effective communication and networking, connecting clients with appropriate RBC partners for additional support
  • Achieved a high level of client satisfaction by resolving issues efficiently and maintaining compliance with banking regulations

Front Desk Representative

Paragon Security
04.2020 - 12.2022
  • Delivered front desk services and maintained strong customer relationships by addressing inquiries and resolving issues promptly
  • Managed customer data and communications effectively, ensuring a seamless experience for all clients
  • Ensured security and customer satisfaction through effective communication and prompt resolution of concerns
  • Maintained strong relationships with clients, fostering a trusted environment

TurboTax Champion

Intuit, TurboTax
01.2022 - 04.2022
  • Prepared personal tax returns and provided expert answers to client inquiries in the TurboTax community
  • Developed strong problem-solving skills while assisting clients with tax-related issues

Bookkeeper

Bookkeeper
04.2017 - 12.2019
  • Assisted in maintaining accurate financial records and preparing financial statements
  • Collaborated with clients to resolve issues, ensuring their financial documentation was accurate and complete

Education

Advanced Diploma - Business Administration, Accounting

Humber College Institute of Technology and Advanced Learning

Skills

  • Client interaction
  • Cross-selling techniques
  • Client Retention Strategies
  • Consultative Selling
  • Attention to Detail
  • Financial Knowledge

References

Available upon request

Certification

Investment Funds in Canada Course (IFC), 10/01/22

Timeline

Client Advisor

Royal Bank of Canada
11.2022 - Current

TurboTax Champion

Intuit, TurboTax
01.2022 - 04.2022

Front Desk Representative

Paragon Security
04.2020 - 12.2022

Bookkeeper

Bookkeeper
04.2017 - 12.2019

Advanced Diploma - Business Administration, Accounting

Humber College Institute of Technology and Advanced Learning
Arpit Narang