Michael Beckles
Toronto
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
17
17
years of professional experience
Work History
Senior Client Representative
RBC Investor Services
Toronto
07.2022 - Current
- Provide timely and accurate delivery of client communications.
- Develop long-term rapport with clients to cultivate loyalty.
- Provide support to internal teams on client-related inquiries, requests, and complaints.
- Focus on achieving highest level of expectations to meet client and company satisfaction.
- Resolve escalated customer disputes in an efficient manner while maintaining positive relationships with clients.
- Develop and maintain relationships with key clients to ensure customer satisfaction and retention.
- Manage time effectively to ensure tasks are completed on schedule and deadlines are met.
Senior Mutual Fund Administrator
RBC Investor Services
11.2011 - 07.2022
- Monitored and reconciled various mutual fund transactions on a regular basis.
- Generated trade confirmations and other documents related to trading activities.
- Coordinated the processing of shareholder redemptions and exchanges.
- Worked effectively in team environments to make the workplace more productive.
- Recognized by management for providing exceptional customer service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Maintained updated knowledge through continuing education and advanced training.
- Utilized various software and tools to streamline processes and optimize performance.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Administrator
Acuity Funds Ltd.
06.2008 - 06.2011
- Monitored emails, sorted mail and distributed correspondence accordingly.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Reviewed account documents for accuracy prior to submitting them for processing.
- Processed transactions related to buying and selling shares of mutual funds in a timely manner.
Education
Marketing
Seneca College of Applied Arts And Technology
North York, None04-1998
Skills
- Client relationship management
- Conflict resolution
- Customer service
- Client communications
- Team collaboration
Accomplishments
- RBC Performance Quarterly Award 2016
- Recipient of 12 Bravo Awards for Collaboration, Excellence and Accountability
Timeline
Senior Client Representative
RBC Investor Services
07.2022 - Current
Senior Mutual Fund Administrator
RBC Investor Services
11.2011 - 07.2022
Administrator
Acuity Funds Ltd.
06.2008 - 06.2011
Marketing
Seneca College of Applied Arts And Technology
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