Majd Radwan
Montreal,QC
Summary
My objective is to thrive in both work and academics. By applying myself, I am confident in my ability to adapt to any environment. Whether I am required to work in a fast-paced order, or in a patient and critical-thinking manner, I am willing and able to learn any skill and improve it to perfection over time.
Overview
3
3
years of professional experience
Work History
Senior Member Services Specialist
Manulife Financial Corp. - Retirement Services
06.2024 - Current
- Responsible for resolving complex cases and inquiries as well as handling escalation calls by members who were unable to have their matters resolved. Other responsibilities include giving private coaching to individuals on my team as well as providing input and briefings to manager.
- Assisted in managing the day to day operations of a team of 15 people.
Member Services Specialist
Manulife Financial Corp. - Retirement Services
11.2023 - 05.2024
- Provided assistance & support to members of Manulife’s group retirement services policies. Support entails educating and guiding the members through the complexities of group retirement savings, such as investment products & accounts, platform navigation and guidance, making material and investment changes, etc.
Investment Specialist
BMO Financial Group- BMO Wealth Management
08.2022 - 03.2023
- Provided investment assistance to BMO Investorline clients. This includes (assisting in) trade placement, securities quotes, platform navigation & technical support, and providing information on BMO IL’s products & accounts, etc.
- Provided detailed portfolio performance reports to clients, highlighting ROIs and risk profiles, etc.
- Developed strong, long-term relationships with clients, promoting loyal and personalized service through KYC processes and transparent communication
Information Officer
Gatestone & Co
08.2021 - 01.2022
Inbound client support agent for Service Canada’s “1800 OCANADA” program, a general information line for the
federal government’s offered programs and services.
Education
Business Management
Diploma of College Studies
Montreal, QC06-2022
High School Diploma (DES)
Montreal, QC01-2019
Skills
- Leadership & Management
- Technological Competence (Microsoft Office, Windows, Salesforce, CRM Software, etc)
- Customer service expertise
- Typing speed of 100 WPM
- Language proficiency
Abilities
- Proactive and adaptable
- People Person
- Calm and Collected
- Well spoken - Confident and professional in speech, expansive vocabulary and excellent written communication skills.
- Well able to adapt to the communication needs of my audience, e.g., when speaking to the elderly, individuals with hearing impairments, or those facing language barriers.
Languages
English
Native or Bilingual
French
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Senior Member Services Specialist
Manulife Financial Corp. - Retirement Services
06.2024 - Current
Member Services Specialist
Manulife Financial Corp. - Retirement Services
11.2023 - 05.2024
Investment Specialist
BMO Financial Group- BMO Wealth Management
08.2022 - 03.2023
Information Officer
Gatestone & Co
08.2021 - 01.2022
Business Management
Diploma of College Studies
High School Diploma (DES)
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