Jordan Hoiting
Dunnville,ON
Summary
I have served clients on many levels in the client servicing field throughout the course of my career. Managing service departments, building teams of service-oriented professionals and serving in volunteer capacities with my children’s school and within my community are just a few examples of my client-centric and community-oriented values. My professional goal is to provide families with peace of mind and confidence within their financial lives and to provide a second-to-none client experience.
Overview
17
17
years of professional experience
Work History
Consultant
IG Wealth Management
08.2017 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Presented financial plans and investment recommendations to clients.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Assisted clients with budgeting and cash flow management.
- Built strong relationships with clients through consistent communication and exceptional customer service.
Customer Service Sales Representative
Madill Office Company
11.2015 - 06.2017
- Determined customer needs and interests to recommend suitable office supplies to customers.
- Gained customer trust and confidence by demonstrating a composed professional demeanor.
- Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
- Supported team members during peak periods by sharing workload and providing guidance when needed.
- Consulted with businesses to supply accurate product and service information.
Customer Service Manager
Canadian Linen And Uniform Service
02.2008 - 11.2015
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Developed strong relationships with key clients, ensuring their needs were met consistently and promptly.
- Generated customer satisfaction surveys to analyze results into action plans.
- Addressed potential cancellations and offered catered solutions to retain accounts.
- Boosted customer retention rates through exceptional problem-solving skills and relationship-building efforts.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Created and reviewed invoices to confirm accuracy.
Furniture Delivery Driver
Furniture Guy's Delivery
02.2007 - 02.2008
- Increased on-time deliveries by effectively managing time-sensitive schedules and deadlines.
- Completed rush deliveries on tight timetables to satisfy customer needs.
- Answered common customer questions, accepted payments and completed paperwork at delivery and pickup locations.
- Inspected load security and checked for damages.
- Completed on-time deliveries by choosing best and most efficient routes.
- Collaborated with warehouse staff to ensure timely loading and unloading of inventory for delivery.
- Improved customer satisfaction by providing professional, courteous service throughout the delivery process.
Education
Mutual Funds License - Financial Planning
IFSE Institute
Edmonton, AB04.2017
Life And A&S Insurance License - Financial Services And Insurance
Alberta Insurance Council
Edmonton, AB04.2017
Skills
- Client Engagement
- Customer Relationship Management
- Project Leadership
- MS Office
- Assessments
- Team Leadership & Development
- Client rapport
- Quality Assurance
- Analytical Thinking
- Business Planning
- Issue Resolution
Timeline
Consultant
IG Wealth Management
08.2017 - Current
Customer Service Sales Representative
Madill Office Company
11.2015 - 06.2017
Customer Service Manager
Canadian Linen And Uniform Service
02.2008 - 11.2015
Furniture Delivery Driver
Furniture Guy's Delivery
02.2007 - 02.2008
Mutual Funds License - Financial Planning
IFSE Institute
Life And A&S Insurance License - Financial Services And Insurance
Alberta Insurance Council
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