HASSAN MUGHAL
Ottawa,Canada
Summary
Personable and dedicated with strong ability to build and maintain client relationships. Possess knowledge of customer service principles and practices, coupled with proficiency in communication and problem-solving. Committed to enhancing client satisfaction and contributing positively to team success.
Overview
4
4
years of professional experience
Work History
Client Service Associate
MD Financial Management
03.2025 - Current
- Can action trades requested by clients over the phone.
- Completing 30-day training program to be a registered investment representative.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Managed schedules and appointments, coordinating with Financial Consultants, Clients, and insurance specialists.
- Minimized errors in documentation through meticulous proofreading, editing, formatting skills.
- Handled incoming and outgoing mail for financial consultants.
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
- Continuously work with the estate and trust department to process estate settlements & trust transactions and wind-ups
- Aided in the training of newly hired employees
Regional Administrative Specialist
MD Financial Management
08.2022 - 03.2025
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Managed schedules and appointments, coordinating with Financial Consultants, Clients, and insurance specialists.
- Minimized errors in documentation through meticulous proofreading, editing, formatting skills.
- Handled incoming and outgoing mail for financial consultants.
- Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
- Continuously work with the estate and trust department to process estate settlements & trust transactions and wind-ups
- Aided in the training of newly hired employees
Senior Customer Experience Associate
Scotiabank
03.2022 - 08.2022
- Provided direct day-to-day banking and financial solutions to clients via email and phone
- Aided in the training of new hires
- Requisitioned cash supply from Bank of Canada
- Kept track of and ordered branch stationery, banking vouchers, and health and sanitary products
Customer Experience Associate
Scotiabank
07.2021 - 03.2022
- Interacted with clients daily
- Provided day-to-day banking services
- Custom-tailored financial solutions through the aid of financial advisors
- Referred clients to our financial advisors for investment, credit, and business solutions
- Performed the opening process and closing balancing
Education
BBA - Finance
University of Ottawa
Ottawa, OnSkills
- Canadian Securities Course
- Conduct and Practice Handbook
- Bloomberg Market Concepts
Languages
English
Native or Bilingual
Urdu
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Client Service Associate
MD Financial Management
03.2025 - Current
Regional Administrative Specialist
MD Financial Management
08.2022 - 03.2025
Senior Customer Experience Associate
Scotiabank
03.2022 - 08.2022
Customer Experience Associate
Scotiabank
07.2021 - 03.2022
BBA - Finance
University of Ottawa
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