CHARMY TAILOR
Chatham,Canada
Summary
Dynamic professional with a strong background in customer service at Walmart Canada, excelling in client relationship management and accuracy. Proven ability to streamline processes and enhance client experiences. Proficient in QuickBooks and Microsoft Excel, with a keen eye for detail and effective communication skills to support financial operations and client inquiries.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Walmart Canada
Windsor, Canada
01.2023 - Current
- Handled customer concerns and returns, ensuring policy compliance and accuracy.
- Processed high-volume transactions at the service desk efficiently and securely.
- Demonstrated attention to detail in cash handling, reconciliation, and record-keeping.
Finance Intern
IG Wealth Management
Chatham, Canada
01.2025 - 04.2025
- Assisted with client documentation, portfolio updates, and investment account setups.
- Supported financial advisors in preparing reports and analyzing client data.
- Learned key regulatory and compliance standards in the financial sector.
Bookeeper Intern
Pricemat Accounting
India
01.2022 - 07.2022
- Recorded and reconciled daily financial transactions, maintaining accurate ledgers and journals.
- Assisted in preparing monthly financial reports and supported account reconciliations.
- Maintained organized records and supported senior accountants during audits and tax preparation.
Client Services Intern
Expert ease foreign Consultancy
, India
09.2021 - 11.2021
- Assisted clients with inquiries related to visa applications, documentation, and service processes, ensuring clear communication and timely follow-ups.
- Supported the preparation and review of client files, maintaining accuracy and confidentiality across all records.
- Coordinated with internal departments to streamline service delivery and enhance the client experience.
Education
Business Administration - Finance
St. Clair College
Chatham, Ontario01.2025
High Secondary Equivalent - Commerce
Gujarat Higher Secondary Education Board
India03-2020
Skills
- Financial software: QuickBooks
- Financial software: Microsoft Excel
- Customer service
- Communication
- Data entry
- Accuracy
- Portfolio management
- Financial analysis
- Client relationship management
Certification
- IFIC Enrolled
- QuickBooks Certified
- Digital Marketing Certified
Availability
Full-time
Languages
English
Professional
References
References available upon request.
Timeline
Finance Intern
IG Wealth Management
01.2025 - 04.2025
Customer Service Representative
Walmart Canada
01.2023 - Current
Bookeeper Intern
Pricemat Accounting
01.2022 - 07.2022
Client Services Intern
Expert ease foreign Consultancy
09.2021 - 11.2021
Business Administration - Finance
St. Clair College
High Secondary Equivalent - Commerce
Gujarat Higher Secondary Education Board
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