Jeffrey Danso
Acton,ON
Summary
With extensive experience in the financial services sector, I am dedicated to delivering exceptional customer service. My ability to work independently is strong, I tend to work well under pressure enabling me to thrive in diverse situations. Above all my deep-rooted passion lies in assisting others, which shines through my daily interactions with clients.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Investment Services Representative
RBC Direct Investing
Mississauga, Ontario
04.2019 - Current
- In charge of overseeing the processing of commission adjustments for clients with high net worth.
- Provide assistance as a member of the floor support team in addressing ongoing concerns and supporting fellow agents.
- Actively engaged in providing assistance to the online trading team by facilitating the processing of equity and option orders.
- Perform thorough investigations and extensive research on any problem cases brought to my attention by existing or former RBC DI clients.
Customer Liaison Officer
BMO Mastercard
Mississauga, Ontario
04.2012 - 04.2019
- Provided guidance and support to new appointed agents in order to facilitate their smooth transition into their respective roles assuming the position of a peer mentor.
- Consistently attained exemplary net promoter scores, boasting a commendable average of 90%.
- Provided valuable support to team leaders by offering comprehensive assistance in effectively managing escalations through the dedicated escalations team.
Client Relationship Representative
Invseco Trimark
09.2009 - 10.2011
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Assisted a team in their responsibility of preparing financial statements and duplicate tax receipts.
- Provided mentorship to newly hired individuals, offering constructive feedback and producing comprehensive progress reports.
Education
Bachelor of Arts - Public Policy And Management
York University
Toronto, ON06.2005
Skills
- Client relations
- Problem solving
- Building relationships
- Strong work ethic
- Critical Thinking
Certification
Derivatives Fundamentals and Options License.
Conduct and Practices Handbook
Canadian Securities Course
Timeline
Investment Services Representative
RBC Direct Investing
04.2019 - Current
Customer Liaison Officer
BMO Mastercard
04.2012 - 04.2019
Client Relationship Representative
Invseco Trimark
09.2009 - 10.2011
Bachelor of Arts - Public Policy And Management
York University
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