Ashley Noel
London,ON
Summary
Adept at transforming customer experiences and enhancing brand reputation, I leveraged exceptional communication and strong analytical skills at Flagstone Financial Group & iA Private Wealth to elevate client experience. My professionalism and relationship-building background have consistently fostered positive outcomes, contributing significantly to business growth and operational excellence.
Overview
10
10
years of professional experience
Work History
Client Experience & Marketing Manager
Flagstone Financial Group & iA Private Wealth
Strathroy, Ontario
11.2023 - Current
- Planned and facilitated meetings to share marketing plans and explain future business goals.
- Managed social media presence to improve brand reputation and recognition.
- Utilized strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touchpoints.
- Implemented processes for responding quickly to customer inquiries via phone, email, social media.
- Established positive rapport with customers, managers and team members to maintain positive and successful work environment.
- Maintained knowledge of company products and services to promptly resolve complaints and concerns.
- Assisted in the preparation of financial statements, including balance sheets, income statements, and cash flow statements.
- Ensured compliance with statutory regulations related to finance operations.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Compiled data from various sources into organized reports for review by management team.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Provided administrative support to the executive team, including scheduling meetings and managing calendar.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Liaison Representative & Recruiter
Smartsetter
Remote, International
10.2022 - 03.2023
- Served as key corporate representative, liaising with various parties in support of operational excellence.
- Listened to callers and asked probing questions in order to gather and enter accurate industry information.
- Explained job duties, compensation and benefits to potential candidates.
- Compiled data from personnel records and prepared reports on candidate performance and qualifications.
- Evaluated recruitment or selection criteria for conformance to professional standards or recommended revisions.
- Qualified customers' interest levels by building trust through conversation and utilizing provided scripts.
- Overcame objections with persuasive approach, highlighting benefits and deflecting concerns.
Customer Experience Representative
UPLevel
Stratford, ON
03.2021 - 05.2022
- Built open, welcoming relationships with customers by replying to messages promptly and personally.
- Kept accurate records of customer interactions, payments and issues.
- Achieved top satisfaction, retention and referral rankings on consistent basis.
- Answered multiple phone calls and emails daily to resolve customer issues.
- Maintained high-volume workload within fast-paced environment and consistently met performance benchmarks.
- Fostered relationships with product support staff, technical personnel, sales leaders, finance team and executives to transform and strengthen business processes.
- Improved service quality and increased sales by developing strong knowledge of company's products and services.
- Trained new hires on products and services, best practices and protocols to reduce process gaps.
Senior Sales Account Manager
Bradford Group
London, ON
01.2020 - 04.2020
- Maintained professional network of potential clients and business opportunities.
- Formalized sales process to enhance operations and promote acquisition of new customers.
- Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
- Contacted customers via phone and email to explore connections, offer services and cement relationships.
- Employed cold calling, prospecting and networking to land new customers and penetrate new markets.
- Acted as main point of contact in matters relating to client concerns and needs.
- Tracked sales and customer information and produced reports for upper management.
Sales Account Manager
Bill Gosling Outsourcing
London, ON
06.2019 - 10.2019
- Delivered exceptional account service to strengthen customer loyalty.
- Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews.
- Estimated and quoted prices, credit and contract terms, warranties and delivery dates.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Upsold products and services to address customer needs and maximize sales.
Retail Keyholder Part Time
Watch It!
London, ON
10.2018 - 04.2019
- Stocked and cleaned shelves while maintaining neat and orderly store.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Counted cash, made change, and stored coupons to keep organized and balanced cash register drawer.
- Arranged merchandise for display to highlight new styles, attract customers, and enhance sales.
- Calculated pricing, applied discounts and collected payments to process transactions.
- Accomplished sales goals by engaging customers, delivering top-notch service and promoting special items.
- Initiated service consultations by asking customers open-ended questions to learn personal preferences and needs.
Retail Keyholder Part Time
Boathouse
London, ON
04.2018 - 11.2018
- Welcomed customers, offered to help locate items, and suggested merchandise without being intrusive or pushy.
- Processed merchandise returns and exchanges for customers to refund payments, trade items, and offer store credit.
- Prevented store losses using awareness and attention to detail to detect gaps for corrective action.
- Maintained store and maintained appearance.
- Performed store opening and closing tasks to comply with preset store operations guidelines in absence of senior managers.
- Trained and helped supervise staff to develop and maintain store revenue, team customer service skills and product knowledge.
- Coordinated floor moves, merchandising and display maintenance and monitored floor stock to keep popular items available to buyers.
Personal Assistant Part Time
Roler Data Transfer Services
Mississauga, ON
01.2015 - 08.2016
- Performed various clerical tasks and organized office areas to promote productivity.
- Organized and maintained filing and document management systems by coordinating, archiving and purging files.
- Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Answered phones to direct callers, schedule appointments and provide general office information.
Education
Investment Funds in Canada - Mutual Funds
CSI
Online02-2025
Mortgage Agent 1 -
REMIC
Online06-2022
Skills
- Strong organization
- Exceptional communication
- Relationship building
- Professionalism
- Adaptability and flexibility
- Detail-oriented
Timeline
Client Experience & Marketing Manager
Flagstone Financial Group & iA Private Wealth
11.2023 - Current
Liaison Representative & Recruiter
Smartsetter
10.2022 - 03.2023
Customer Experience Representative
UPLevel
03.2021 - 05.2022
Senior Sales Account Manager
Bradford Group
01.2020 - 04.2020
Sales Account Manager
Bill Gosling Outsourcing
06.2019 - 10.2019
Retail Keyholder Part Time
Watch It!
10.2018 - 04.2019
Retail Keyholder Part Time
Boathouse
04.2018 - 11.2018
Personal Assistant Part Time
Roler Data Transfer Services
01.2015 - 08.2016
Investment Funds in Canada - Mutual Funds
CSI
Mortgage Agent 1 -
REMIC
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