Gurpawan Otal
Toronto
Summary
Dynamic Team Lead at SGGG Fund Services with a proven track record in client relationship management and meticulous attention to detail. Expert in coordinating cross-functional teams and delivering high-quality financial reporting. Adept at multitasking and fostering collaboration, ensuring client satisfaction and timely project execution.
Overview
7
7
years of professional experience
Work History
Team Lead
SGGG Fund Services Inc.
08.2018 - Current
- Trained and coached new team members, providing clear guidance to support consistent communication and workflow execution.
- Served as the primary liaison for major clients including 3iQ, Heward Funds, Raymond James, and Brookfield, managing inquiries, resolving issues, and maintaining strong client relationships.
- Collaborated closely with Supervisors and Managers to coordinate timelines, clarify expectations, and ensure all deliverables were accurately completed and sent out on schedule.
- Worked cross-functionally with URK, FR, and Tech teams to ensure consistent messaging, alignment, and cohesion across all deliverables.
- Reviewed and prepared funds, ensuring accuracy and clarity in all client-facing materials.
- Conducted detailed reviews of Year-End Distributions, Audit Packages, and Financial Reporting, ensuring high-quality, well-organized, and compliant communication to stakeholders.
Education
Bachelor of Commerce (BCom) - Commerce
Mcmaster University
Hamilton, Ontario04-2018
Skills
- Attention to detail
- Customer focus
- Multitasking Abilities
- Teamwork and collaboration
- Relationship building
- Client communication
- Work Planning and Prioritization
- Client service
Languages
English
Native or Bilingual
Timeline
Team Lead
SGGG Fund Services Inc.
08.2018 - Current
Bachelor of Commerce (BCom) - Commerce
Mcmaster University