Maryanne Liu
North York,ON
Summary
Accomplished Private Client Investment Associate with a proven track record at RBC PH&N Investment Counsel, adept in client onboarding and trade processing. Leveraged problem-solving skills to enhance client satisfaction and operational efficiency. Excelled in a fast-paced environment, achieving significant improvements in client management and transaction accuracy.
Overview
8
8
years of professional experience
Work History
Private Client Investment Associate
RBC PH&N Investment Counsel
Toronto, Ontario
09.2023 - Current
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
- Ensure trades and trasactions are processed accurately and on a timely basis
- Maintain records and files and attend client meetings as required
- Proactively assist with client management of appointments and scheduled meetings/calls
- Assist other team members and continue to strengthen cross-business working relationships
Personal Banking Associate
TD Bank
North York, Canada
02.2019 - 07.2022
- Suppor the frontline staff, engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understanding customer's financial needs, provide personal advice and make referral to financial advisors and other business partners
- Participate in the timely and accurate completion of business processes and procedures
- Provide financial advice to new and existing TD customers by recommending personalized banking products and services
- Assist manager with branch daily opening and closing procedures
Customer Experience Associate
TD Bank
Scarborough, Canada
07.2017 - 02.2019
- Handle high volume calls daily and aide cardholders with account questions, billing transactions
- Introduce banking products and services by providing new marketing offer campaigns
- Handling customer complaints and escalating issues when necessary
- Ensure compliance at all bank standards, procedures and policies
- Meet personal and team qualitative and quantitative targets
Education
DIPLOMA - HOSPITALITY MANAGEMENT
Fanshawe College
London, ON06.2010
Skills
- Client onboarding
- Trade processing
- Account maintenance
- Problem-Solving
- Microsoft Office
- Time management
Languages
- English, Fluent
- Mandarin, Native
- Cantonese, Fluent
Languages
English
Professional
Mandarin
Native/ Bilingual
Cantonese
Professional
Timeline
Private Client Investment Associate
RBC PH&N Investment Counsel
09.2023 - Current
Personal Banking Associate
TD Bank
02.2019 - 07.2022
Customer Experience Associate
TD Bank
07.2017 - 02.2019
DIPLOMA - HOSPITALITY MANAGEMENT
Fanshawe College
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