Max Fornasier
Burnaby,British Columbia
Summary
Client Success Professional more than 8 years' expertise successfully working for organizations in the Financial Services market. Sales and customer 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
Investor Relations Manager
RISE Properties Trust
07.2021 - Current
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Conducted financial due diligence on potential investments and acquisitions.
- Trained new personnel regarding company operations, policies and services.
- Promoted RISE funds and services to customers during service, account management, and order calls.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Utilized customer service software to manage interactions and track customer satisfaction.
Inside Sales Representative
RISE Properties Inc.
01.2020 - 11.2020
- Educated Financial Advisors about product features and technical details to highlight the benefits of this investment.
- Generated 5- 10 leads daily and pursued opportunities to set up appointments to convert prospects into new customers.
- Met existing customers to review current services and expand sales opportunities.
- Exceeded sales targets and quotas to contribute to overall sales goals and company revenue.
- Utilized internal and external data and analytics to identify target markets and understand customer needs.
Client Operations Specialist
Accilent Capital Management Inc.
08.2018 - 06.2020
- Worked with Portfolio Manager weekly to execute account updates and changes to client information and investments including Mutual Funds and Alternatives.
- Worked in collaboration with Portfolio Manager to design and test an online client investment database to be rolled out In August 2020.
- Provide training to Investment Advisors on account applications and various databases in-house and off-site.
- Communicated with clients via video/email and phone answering questions and providing complete follow-up.
- Extensive use of client financial online databases Dataphile, NetRep, Croesus (National Bank of Canada)
- Prepared various IROC and MFDA client reports. (financial compliance)
Client Relations Manager
Medici Family Office
08.2018 - 01.2020
- B2B SaaS approximately 3 years in house cloud based financial database.
- Achieved main targets and KPI's set by President of Sales.
- Responded to 10-30 emails each day, setting up appointments, answering questions, and collecting information about specific concerns.
- Improved operations by working with team members and customers to find workable solutions.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
- Responsible for emailing all clients on updates, new products, and software updates via MailChimp.
- Evaluated client situations and recommended optimal products to meet individual needs.
- Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
Education
Broadcasting - Broadcasting And Communication
BCIT
Burnaby, BCSkills
- B2B SaaS Client Success supporting in house cloud based platform 3 years
- Customer Service - Trained in and recognized as a top 5% by industry peers
- Sales experience 4 years - Customer Retention
- Analytical and Critical thinking
- SalesForce,Hubspot, Microsoft Excel, Word, Microsoft Teams, Adobe Acrobat, WordPress,Zoom and Google Suite
- Client Financial Software Trainer - RepSource, Dataphile (Broadridge) Diamond Connect
- Multitasking Abilities
- Interpersonal Communication
- Analytical and Critical Thinking
- Coachable and eager to learn new tasks and skills
Affiliations
Soccer supporter/player, hockey enthusiast. Volunteer with several groups.
Timeline
Investor Relations Manager
RISE Properties Trust
07.2021 - Current
Inside Sales Representative
RISE Properties Inc.
01.2020 - 11.2020
Client Operations Specialist
Accilent Capital Management Inc.
08.2018 - 06.2020
Client Relations Manager
Medici Family Office
08.2018 - 01.2020
Broadcasting - Broadcasting And Communication
BCIT
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