ELAINE BARTELLI
VAUGHAN
Summary
Dynamic Financial Advisor with a proven track record at RBC Royal Bank, excelling in client relationship management and investment risk assessment. Successfully fostered trust and loyalty, enhancing client portfolios and driving business growth through effective networking strategies. Adept at client onboarding and delivering exceptional customer service, resulting in increased referral business.
Overview
27
27
years of professional experience
Work History
FINANCIAL ADVISOR
RBC ROYAL BANK
04.2007 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Facilitated new client onboarding process and investment account setup.
- Collaborated with team members to streamline processes and improve overall client experience.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
- Assisted clients with budgeting and cash flow management.
CUSTOMER RELATIONS COORDINATOR
TD CANADA TRUST
07.2004 - 04.2006
- Enhanced customer satisfaction by addressing inquiries and resolving issues promptly.
- Provided exceptional support during peak periods, effectively handling increased call volume without compromising service quality.
- Developed strong relationships with clients through consistent follow-ups and personalized attention.
- Leveraged knowledge of company products and services to upsell or recommend additional offerings based on client needs.
SENIOR CUSTOMER SERVICE OFFICER
LAURENTIAN BANK OF CANADA
04.2002 - 07.2004
- Promoted client retention through the delivery of outstanding service experiences tailored to individual preferences and needs.
- Coordinated policies and procedures to target current and future needs of organization.
- Mentored new employees while supporting complex dedicated suite of products and services.
- Enhanced customer satisfaction by consistently providing prompt and accurate resolutions to inquiries and concerns.
- Reduced customer complaints by proactively identifying recurring issues and implementing lasting solutions.
HUMAN RESOURCES COORDINATOR
TNT LOGISTICS
07.1998 - 04.2002
- Maintained human resources information system and kept employee files up to date and accurate.
- Conducted new employee onboarding and provided ongoing orientation training.
- Supported HR functions with emphasis on record keeping, data entry, and general HR tasks.
- Managed benefits administration, ensuring timely enrollment and accurate recordkeeping.
- Maintained accurate records of employee information using up-to-date human resource databases.
- Managed payroll processing, ensuring accuracy and compliance with state and federal regulations.
- Facilitated exit interviews, gathering valuable feedback for organizational improvement.
- Explained employee compensation, benefits, schedules, working conditions, and promotion opportunities.
Education
Certificate - Human Resources Management
Seneca College of Applied Arts And Technology
North York, ONInvestment Funds in Canada
CANADIAN SECURITIES INSTITUTE
Personal Financial Services Advice
CANADIAN SECURITIES INSTITUTE
Financial Planning I
CANADIAN SECURITIES INSTITUTE
Bachelor of Arts - SOCIOLOGY
York University
Toronto, ON04-1993
Bachelor of Arts - LAW AND SOCIETY CERTIFICATE
York University
Toronto04-1993
Skills
- Financial planning
- Investment Risk Assessment
- Portfolio management
- Client onboarding
- Networking strategies
- Client relationship management
- Customer service
Languages
Italian
Native or Bilingual
Timeline
FINANCIAL ADVISOR
RBC ROYAL BANK
04.2007 - Current
CUSTOMER RELATIONS COORDINATOR
TD CANADA TRUST
07.2004 - 04.2006
SENIOR CUSTOMER SERVICE OFFICER
LAURENTIAN BANK OF CANADA
04.2002 - 07.2004
HUMAN RESOURCES COORDINATOR
TNT LOGISTICS
07.1998 - 04.2002
Certificate - Human Resources Management
Seneca College of Applied Arts And Technology
Investment Funds in Canada
CANADIAN SECURITIES INSTITUTE
Personal Financial Services Advice
CANADIAN SECURITIES INSTITUTE
Financial Planning I
CANADIAN SECURITIES INSTITUTE
Bachelor of Arts - SOCIOLOGY
York University
Bachelor of Arts - LAW AND SOCIETY CERTIFICATE
York University
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