Jennifer Duncan
London,ON
Summary
Dynamic Client Associate at Nesbitt Burns with a proven track record in enhancing client satisfaction and loyalty. Expert in compliance and documentation management, adept at resolving inquiries efficiently. Strong communicator and problem-solver, fostering long-term relationships through tailored support and proactive engagement. Committed to delivering exceptional customer service and streamlined onboarding experiences.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Client Associate
Nesbitt Burns
04.2024 - 04.2025
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
- Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
- Developed strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
Real Estate Representative
Blue Forest Realty Inc.
08.2012 - 05.2024
- Enhanced client satisfaction by providing timely and accurate updates on property listings, market trends, and neighborhood developments.
- Expedited the property closing process through diligent follow-up with all involved parties, resulting in smooth transactions.
- Reduced transaction timeframes by diligently managing paperwork and documentation requirements throughout the entire deal lifecycle.
- Collaborated with mortgage brokers to help clients secure financing for home purchases.
- Streamlined the home buying process for clients by coordinating inspections, appraisals, and closing procedures.
- Negotiated favorable contract terms for clients, ensuring their best interests were represented in real estate transactions.
- Advised clients on pricing strategies based on comparative market analysis, leading to faster sales at optimal prices.
- Maintained an extensive knowledge of local market conditions to provide valuable insights to both buyers and sellers.
- Maintained connections with clients to encourage repeat business and referrals.
- Communicated with clients to understand property needs and preferences.
- Advised clients on market conditions and property value for informed decision-making.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
Educational Assistant
Thames Valley District School Board
04.1992 - 01.2024
- Developed strong rapport with students, fostering trust and mutual respect to create a positive classroom atmosphere conducive to learning.
- Supported students with special needs by adapting lessons and providing necessary accommodations in collaboration with special education staff.
- Encouraged social-emotional growth among students by modeling appropriate behavior and guiding conversations around self-awareness, empathy, and responsible decision making.
- Contributed to school-wide initiatives aimed at improving overall student achievement and wellbeing.
- Promoted a safe and inclusive learning environment by addressing instances of bullying or discrimination promptly and effectively.
- Coordinated with other staff members to ensure seamless transitions between classes or grade levels for students requiring additional support services.
- Enhanced classroom management through the implementation of positive reinforcement techniques and clear expectations for behavior.
- Supported student learning objectives through personalized and small group assistance.
- Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
- Facilitated small group instruction targeted toward specific skill gaps or areas needing improvement based on identified student needs.
Education
Bachelor of Arts - Social Sciences
University of Western Ontario
London, None04-1991
Skills
- Compliance awareness
- Client onboarding
- Teamwork and collaboration
- Problem-solving
- Time management
- Customer service
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Team collaboration
- Effective communication
- Self motivation
- Documentation management
- Inquiry resolution
Languages
English
Full Professional
Certification
Investment Representative License (IR)
Timeline
Client Associate
Nesbitt Burns
04.2024 - 04.2025
Real Estate Representative
Blue Forest Realty Inc.
08.2012 - 05.2024
Educational Assistant
Thames Valley District School Board
04.1992 - 01.2024
Bachelor of Arts - Social Sciences
University of Western Ontario
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