Maryam Moosavi
Saskatoon,SK
Summary
. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Wealth Associate
Conexus Credit Union Thrive Wealth Management
Saskatoon, SK
04.2024 - Current
- Manage Client Experience- To support the delivery of world class client experience.
- Proactively support five advisor's business goals and results by understanding basic sales skills and processes.
- Support the advisor in general administrative duties in the management of client accounts, preparation of client reviews and presentations.
- Input trades, Client updates, and relevant information as permitted by applicable licenses.
- Respond to all client inquiries in a timely manner.
- Maintain compliant client information within client file, CRM & dealer systems.
- Flag and correct inaccurate or incomplete information by contacting client and or dealer as per industry standards.
- Engage in business goals to support advisor to execute their business plan.
- Communicate and establish those business goals with the advisor.
- Support revenue generating activity.
- Support business development activity.
- Identify growth opportunities.
- Build trust relationships with external and internal stakeholders.
- Critical thinking to identify opportunities to improve business practices and procedures.
Private Client Investment Associate
RBC Wealth Management
Saskatoon, Saskatchewan
10.2022 - 03.2024
- 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 cheque's, bank deposits, funds transfers, contributions and withdrawals as well as monitoring incoming and out going transfers.
- Open and maintain client's account and files within legal deadlines.
- Carry out the administrative management of client's files by managing agendas, scheduling appointments and preparing client meetings.
- Actively participate in administrative activities related to the teams 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 desginations.
- Deliver exceptional customer service through direct communication with clients and team members.
Client Advisor
Royal Bank Of Canada
Saskatoon, Saskatchewan
08.2012 - 10.2022
- Proactively engage with clients at the branch and deliver an outstanding service experience through completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions.
- Branch administrative duties, such as handling clients' confidential documents, scheduling appointments with RBC partners, and filing.
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, derive solutions and retain business.
- Contribute to team results by listening and spotting opportunities to offer advice, introduce clients to capable 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
Charm Diamond Centers
Saskatoon, Saskatchewan
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 jewelry cleaning.
- Participate in and complete our customized training programs.
- Follow all security and loss prevention procedures.
Customer Service Representative
BMO Bank Of Montreal
Saskatoon, Saskatchewan
02.2010 - 12.2011
- Assist customers with banking needs.
- Promote products and services.
- Make referrals for potential mortgage and investment customers.
Education
Mutual Fund License - Investment Fund Canada
Canadian Securities Institute CSI
Saskatoon, SK08-2024
Master of Science - Masters in Microbiology
Osmania University
03-2006
Bachelor of Science - Microbiology
Osmania University
India03-2004
Post Graduate Diploma - Human Resource Management
Centennial College of Applied Arts And Technology
Scarborough, ONSkills
- Excellent Communication
- People Oriented
- Problem Solving
- Teamwork
- Portfolio Management
- Attention to Detail
- Sales Force proficiency
- Maximizer proficiency
- Dataphile
- Portfolio Management
- Client Engagement
- Excellent knowledge of MS Word, Excel, Outlook and Powerpoint
- Quick Learner
Certification
- Mutual Funds License
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Wealth Associate
Conexus Credit Union Thrive Wealth Management
04.2024 - Current
Private Client Investment Associate
RBC Wealth Management
10.2022 - 03.2024
Retail Sales Associate
Charm Diamond Centers
10.2019 - 08.2021
Client Advisor
Royal Bank Of Canada
08.2012 - 10.2022
Customer Service Representative
BMO Bank Of Montreal
02.2010 - 12.2011
- Mutual Funds License
Mutual Fund License - Investment Fund Canada
Canadian Securities Institute CSI
Master of Science - Masters in Microbiology
Osmania University
Bachelor of Science - Microbiology
Osmania University
Post Graduate Diploma - Human Resource Management
Centennial College of Applied Arts And Technology
Similar Profiles
Selina LiangSelina Liang
Wealth Relationship Manager at Vancity Credit Union/Aviso Wealth ManagementWealth Relationship Manager at Vancity Credit Union/Aviso Wealth Management
Sheila WardSheila Ward
Financial Advisor at Conexus Credit UnionFinancial Advisor at Conexus Credit Union
Hritvik PatelHritvik Patel
Financial Service Representative at Conexus Credit UnionFinancial Service Representative at Conexus Credit Union