Carlene Teena Deptuch
Winnipeg,MB
Summary
Registered Client Associate provides dedicated operational and sales assistance to support office initiatives. Offers 10 years of professional and internship experience with demonstrated client service and technical skills. Well-versed in investment and banking products, policies and procedures.
Overview
11
11
years of professional experience
Work History
Senior Client Service Associate
AIA Site, Southeast Resource Development Council C
01.2021 - Current
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Collaborated with cross-functional teams to develop custom solutions tailored to individual client needs.
- Delivered comprehensive product demonstrations, effectively showcasing value propositions and key features.
- Retained high-value clients by proactively identifying potential concerns and proposing appropriate solutions.
- Conducted thorough analyses of client data to identify trends and areas for improvement, providing actionable insights for decisionmaking.
- Served as a trusted advisor to clients, maintaining confidentiality while offering personalized guidance on financial strategies.
- Organized client events and seminars, fostering community engagement and promoting brand awareness.
Executive Office Administrator
Holy Eucharist Church
12.2012 - Current
- Streamlined office processes by implementing efficient administrative systems and procedures.
- Enhanced executive productivity by managing schedules, organizing events, and coordinating travel arrangements.
- Improved cross-departmental communication through timely dissemination of relevant information to various teams.
- Developed and maintained effective filing systems for easy retrieval of important documents, increasing operational efficiency.
- Managed budgetary responsibilities with accurate financial record-keeping and expense tracking.
- Organized successful company events, promoting employee engagement and fostering a positive work environment.
- Served as liaison between executives and clients, ensuring seamless communication and prompt resolution of concerns.
- Trained new administrative staff members to maintain consistent performance standards across the organization.
Education
Associate of Arts - Human Resource Management
Red River Polytechnic College
2055 Notre Dame Ave, Winnipeg, MB R3H 0J903.2024
Bachelor of Arts - Political Science/Incomplete
University of Winnipeg
Winnipeg, MB09.1990
Skills
- Effective Problem Solving
- Financial Product Knowledge
- Project Management Expertise
- Market research insights
- Training and development
- Decision-making prowess
- Attention to detail
- Administrative oversight Conflict management
- Staff hiring
- Office management software
- Staff hiring
Languages
English
Full Professional
Additional Information
Volunteer Experience
Youth Co-Coordinator – Holy Eucharist Church
Assessed the program requirements of youth in the community.
Communicated with youth to determine their needs and interests.
Communicated with organizations that represent youth to determine needs and interests of youth.
Timeline
Senior Client Service Associate
AIA Site, Southeast Resource Development Council C
01.2021 - Current
Executive Office Administrator
Holy Eucharist Church
12.2012 - Current
Associate of Arts - Human Resource Management
Red River Polytechnic College
Bachelor of Arts - Political Science/Incomplete
University of Winnipeg
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