Years of Banking Experience
Hi, I’m
Chelsea Laforteza
Markham
Summary
Highly driven client service professional with 7 years of proven success in enhancing client satisfaction, resolving high-pressure issues, and building lasting client relationships. Skilled in de-escalating complex situations and collaborating effectively across departments, including with executive stakeholders. Consistently recognized for exceeding performance targets and delivering exceptional service in fast-paced, results-oriented environments.
Overview
4
Work History
Scotia Wealth Management
Administrative Assistant
01.2025 - Current
Job overview
- Delivered comprehensive administrative and operational support to a team of Wealth Advisors and Associates, contributing to consistent client relationship management and efficient portfolio servicing.
- Collected and analyzed client account data to produce customized reports, financial summaries, and performance presentations to support advisor review meetings, and strategy sessions.
- Supported team with marketing initiatives including newsletters, event coordination, and client appreciation campaigns.
- Prepared and/or processed investment account applications, transfers, and trade instructions/corrections in compliance with regulatory campaigns.
- Maintained ongoing engagement through strategic follow-ups, strengthening client relations.
Scotiabank
Customer Experience Associate
01.2022 - Current
Job overview
- Responsible for dual opening and closing of the branch
- Accurate completion of all monthly currency balancing
- Facilitate cash transactions for clients with strict adherence to KYC policies
- Establish and sustain strong client relationships, providing needs based service and advice
- Uncover client needs and provide solutions
- Eectively trained and coached new hires
- Solid track record of performance, consistently exceeding established targets and goals
- Frequent recipient of client commendations
- High volume of investment and sale opportunities referred to Financial Advisors/Wealth Management.
Little Burgundy
Sales Associate
10.2020 - 01.2022
Job overview
- Accountable for store opening and closing
- Optimized daily/weekly sales strategies by leading targeted in-store campaigns
- Eectively trained and coached new hires
- Consistently exceeded sales targets and goals
- Educated customers on the Little Burgundy brand to incite excitement on the company's value
- Educated clients on current merchandise promotions
- Processed cash and credit payments for in-store purchases
- Ensured merchandise is stocked and displayed eectively.
Longos
Customer Care Associate
07.2019 - 12.2021
Job overview
- Accountable Opening and closing deli department
- Organized required equipment and supplies for deli department
- Ensured a clean and safe working environment
- Provided excellent and needs based client service and provided recommendations
- Managed and ensured sucient inventory within the deli department.
All Star Crew Renos
Crew Assistant
01.2018 - 07.2019
Job overview
- Assisted with job reno estimates
- Ensure reno work environment was clean and clear of debris
- Organized supplies and materials
- Assisted with inventory of supplies and materials.
Education
Canadian Institute Securities
CSC (Canadian Security Course)
09.2024
St. Brother Andre Catholic High School
OSSD
06.2021
Skills
- Innovative
- Leadership
- Adaptable
- Quick Learner
- Motivated
- Organized
- Curious
- Cooperative
- Compassionate
- Solution-Oriented
Awards
- February 2024 Service cPulse Star for Markham Richmond Hill District (Scotiabank)
- Highest monthly sales for 6 consecutive months (Little Burgundy)
Timeline
Administrative Assistant
Scotia Wealth Management
01.2025 - Current
Customer Experience Associate
Scotiabank
01.2022 - Current
Sales Associate
Little Burgundy
10.2020 - 01.2022
Customer Care Associate
Longos
07.2019 - 12.2021
Crew Assistant
All Star Crew Renos
01.2018 - 07.2019
Canadian Institute Securities
CSC (Canadian Security Course)
St. Brother Andre Catholic High School
OSSD
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