Ibrahim Baksh
Toronto,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Client Service Representative
Fidelity Investments
01.2023 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Extensive knowledge working with mutual funds, ETFs and investments accounts such as TFSA, RRSP, RRIF, RESP, locked-in and Non-Registered accounts
- Investigate account-related issues and determine the appropriate actions for resolutions
- Communicate with internal and external business units to effectively process requests
- Maintain accurate records of customer interactions, requests and transactions through Salesforce
- Exceed daily target metrics by 5% on service quality, productivity, average handle time and adherence
Dedicated Driver
FedEx
03.2021 - 03.2023
- Exceeded productivity targets and quality standards by 150%
- Maintained professional and friendly demeanor during deliveries to uphold company reputation.
- Delivered goods and products to customer on time and in excellent condition.
Student Financial Planner
GBC Financial Planning Centre
09.2021 - 04.2022
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
Customer Service Representative
IDA Pharmacy
07.2011 - 10.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Maintained accurate cash drawers with diligent attention to cash, debit, and credit transactions
Education
Honours Bachelor of Commerce - Financial Services
George Brown College
Toronto, ON04.2022
Skills
- Financial Analysis and Forecasting
- Adaptability
- Communication
- Microsoft Office, Teams and Salesforce
- Documentation and Reporting
- Time Management
Timeline
Client Service Representative
Fidelity Investments
01.2023 - Current
Student Financial Planner
GBC Financial Planning Centre
09.2021 - 04.2022
Dedicated Driver
FedEx
03.2021 - 03.2023
Customer Service Representative
IDA Pharmacy
07.2011 - 10.2021
Honours Bachelor of Commerce - Financial Services
George Brown College
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