Jerald (Jerry) Carter
Vancouver,BC
Summary
Results-driven leader with a proven track record in customer support and team leadership. Skilled in optimizing workflows and enhancing operational efficiency to deliver exceptional service and support to diverse client bases.
Overview
27
27
years of professional experience
3
3
Certifications
Work History
Director Customer Support
Aviso Wealth
Vancouver, British Columbia
01.2019 - 09.2023
- Managed a team of supervisors and managers to deliver support to the client base of Aviso Wealth including full-service advisors, mutual fund representatives, their clients and self-directed clients
- Find efficiencies in client support
- Team development
Supervisor Trading
Qtrade Financial Inc
Vancouver, BC
01.2006 - 01.2019
- Supervised a team of Investment Representatives and Customer Support reps to deliver exceptional service to self-directed clients.
- Including assisting the team to manage account opening, account transfer, trade input, tax documents and other account administration
- Work with back office teams to optimize work flow, processing, sales, and other corporate initiatives
Investment Representative
Credential Financial
Vancouver, BC
10.2002 - 01.2006
- Trade approval and trade processing for self-directed clients
- Assist with all account administration needs for the client
Investment Representative
TD Waterhouse
Vancouver, British Columbia
09.1998 - 05.2002
- Trade approval and support for TD's high net worth "President's Desk" clients
TD Bank
Client Associate
Ottawa, Ontario
04.1996 - 06.1998
- Completed day-to-day teller duties accurately and efficiently.
- Support asset growth through proactive sales requests
Education
Bachelor of Arts - English Literature And Asian Studies
UBC
Vancouver, BC04-1993
Skills
- Customer support
- Team leadership
- Client relationship management
- Operational efficiency
- Troubleshooting techniques
- Customer service standards
Certification
Canadian Securities Course (expired)
Timeline
Director Customer Support
Aviso Wealth
01.2019 - 09.2023
Supervisor Trading
Qtrade Financial Inc
01.2006 - 01.2019
Investment Representative
Credential Financial
10.2002 - 01.2006
Investment Representative
TD Waterhouse
09.1998 - 05.2002
TD Bank
Client Associate
04.1996 - 06.1998
Bachelor of Arts - English Literature And Asian Studies
UBC