Eki Jenifer Omoruyi
400 Slater Street, Ottawa,ON
Summary
Detail- oriented and proactive Member Services Representative with a proven track record of delivering exceptional client service and operational support. Skilled in scheduling, document preparation, and relationship building with clients and team members. Passionate about enhancing member experience and contributing to organizational success through collaboration. Possessing the relevant knowledge and skills required to add value to a world-class institution.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Member Service Representative
Meridian Credit Union
06.2024 - Current
- Engage members in meaningful conversations to uncover needs and provide personalized solutions, ensuring high levels of satisfaction.
- Act as a reliable first point o contact for Members, maintaining communication during FSRs or FSA absences and ensuring timely resolutions.
- Calculated correct order totals, updated accounts, accurate cash balances, and maintained detailed records for inventory management.
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Handled complaints with prompt, courteous service to uphold professional reputation.
Marketing Assistant
Valcore Planning Solutions - Manulife Wealth
10.2023 - 01.2024
- Contributed to weekly team meetings, brainstorming sessions and staff appraisals.
- Handled account opening tasks, meeting scheduling and front desk operational duties.
- Assisted advisors by readily supplying materials and information to conduct portfolio reviews.
- Addressed queries and complaints via phone, email and general office correspondence.
- Influenced creation of office social media and event calendar, fostering abetter work culture
Administrative Assistant
RBC DS, Menard Kinkaid Private Wealth
11.2022 - 05.2023
- Managed all administrative tasks relating to account opening, closing, and modifications.
- Organized team and branch social events for over 40 people, collaborating with colleagues and stakeholders.
- Supported marketing team by onboarding team members to company website, and managing client communications page.
- Planned and promoted community outreach events for ONE group using specialized marketing campaigns.
Assistant
Sun Life Advisor, Joel Scheel
09.2021 - 11.2022
- Maintained high level of professionalism and providing excellent customer service to clients and leads.
- Assisted advisor in growing their practice by booking appointments via phone or email.
- Prepared documentation delivered confidential through certified servers.
- Managed industry related tools like Salesforce, SVI-App, Advisor Hub, Hearsay, One drive and Outlook.
Education
Graduate Diploma - Project Management
Algonquin College
Ottawa, ON2019
Graduate Diploma - Event Management
Algonquin College
Ottawa, ON2018
Bachelor of Science - Communications
Benson Idahosa University
Ottawa, ON2017
Skills
- Communication and Collaboration
- Document Preparation & Coordination
- Financial Planning Support
- Time management
- Administrative & Sales Experience
- Customer Relations
- Client Relationship Management
- Compliance & Reporting
- Data Accuracy
Affiliations
- ABLE2: Support for People with Disabilities - Auction Coordinator, EiTM Planning Committee
- Nigerian Canadian Association of Ottawa - Event Coordinator for Community Events
Certification
Canadian Investment Funds Course - Dealing Representative
Timeline
Member Service Representative
Meridian Credit Union
06.2024 - Current
Marketing Assistant
Valcore Planning Solutions - Manulife Wealth
10.2023 - 01.2024
Administrative Assistant
RBC DS, Menard Kinkaid Private Wealth
11.2022 - 05.2023
Assistant
Sun Life Advisor, Joel Scheel
09.2021 - 11.2022
Graduate Diploma - Project Management
Algonquin College
Graduate Diploma - Event Management
Algonquin College
Bachelor of Science - Communications
Benson Idahosa University
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