Maryam Moosavi
Saskatoon,SK
Summary
With 5+ years of experience in Customer service and a P.G. Certificate in Human Resources Management, looking to find employment in an organization with potential to grow. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
14
14
years of professional experience
Work History
Private Client Investment Associate
RBC PH&N IC
Saskatoon, SK
10.2023 - Current
- Assist the Investment Advisor in all administrative tasks related to the management of high net worth client accounts and provide superior client service.
- Perform administrative tasks such as sending cheques, bank deposits, fund transfers, contributions and withdrawals, as well as monitoring incoming and outgoing transfers.
- Open and maintain client accounts & files within legal deadlines
- Carry out the administrative management of clients files by managing agendas, scheduling appointments and preparing client meetings
- Actively participate in administrative activities related to the team's business development
- Keep operational and regulatory knowledge up to date and ensure compliance and risk management rules are respected
- Act as a resource person in resolving client issues
- Guide and train new employees, and mentor peers on complex products, procedures and policies
- Review client documents such as wills, trusts, powers of attorney and beneficiary designations.
- Deliver exceptional customer service through direct communication with clients and team members.
Client Advisor
RBC Royal Bank
Saskatoon
08.2012 - 10.2023
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and identifying opportunities for advice, solutions, digital enablement and partner introductions
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer advice, introduce clients to capability of RBC partners, or personally fulfill client solutions
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to work as one RBC team
Retail Sales Associate
Charms Diamonds
Saskatoon
10.2019 - 08.2021
- Provide professional and superior sales and service to all customers
- Understand and strive to exceed all company sales standards
- Maintain and rearrange merchandise displays
- Handle minor in store repairs and jewellery cleaning
- Participate in and complete our customized training programs
- Follow all security and loss prevention procedures.
Customer Service Representative
BMO Bank of Montreal
02.2010 - 12.2011
- Assist customer's with banking needs
- Promote products and services
- Make referrals of potential mortgage and investent customers.
Education
P.G. Diploma Human Resources -
Centennial College
04.2009
Msc. Micro-biology -
Osmania University
03.2006
Bsc Micro Biology -
Osmania University
03.2004
Skills
- Excellent Communication
- People Oriented
- Problem Solving
- Teamwork
- Portfolio Management
- Attention to Detail
- Salesforce
- Portfolio Analysis
- Client Engagement
- Excellent knowledge of Microsoft Word, Excel, Outlook, WebEx
- Quick Learner
Personal Information
Title: Private Client Associate
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Private Client Investment Associate
RBC PH&N IC
10.2023 - Current
Retail Sales Associate
Charms Diamonds
10.2019 - 08.2021
Client Advisor
RBC Royal Bank
08.2012 - 10.2023
Customer Service Representative
BMO Bank of Montreal
02.2010 - 12.2011
P.G. Diploma Human Resources -
Centennial College
Msc. Micro-biology -
Osmania University
Bsc Micro Biology -
Osmania University
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