Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
5
5
years of professional experience
Work History
Account Management Specialist
BMO Investorline
02.2023 - Current
Developed and maintained strategic operational processes, streamlining customer experience and adding value to company.
Provided account oversight, validating practices and verifying contract compliance.
Monitored and analyzed customer feedback to identify opportunities for improvement.
Wealth Coordinator
IG Wealth Management
11.2021 - 02.2023
Implemented exit strategies for clients to transition out of investments.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Co Manager
Guess
11.2021 - 03.2022
Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions.
Performed regular reviews assessing each employee's performance and developed improvement plans.
Approved regular payroll submissions for employees.
Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
Fraud Analyst
RBC Royal Bank
07.2019 - 11.2021
Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
Performed risk assessments to determine level of fraud risk and prioritize investigations.
Evaluated customer data to identify and prevent fraudulent activities.
Analyzed large amounts of data to find patterns of fraud and anomalies.
Education
No Degree - Finance
Canadian Securities Institute
Montreal, Quebec
03.2024
Skills
Effective communication
Team collaboration
Analytical thinking
Customer retention
Client onboarding
Conflict resolution
Attention to detail
Goal setting
Performance tracking
Time management
Adaptability
Languages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Account Management Specialist
BMO Investorline
02.2023 - Current
Co Manager
Guess
11.2021 - 03.2022
Wealth Coordinator
IG Wealth Management
11.2021 - 02.2023
Fraud Analyst
RBC Royal Bank
07.2019 - 11.2021
No Degree - Finance
Canadian Securities Institute
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