NATHAN MASK
Arnprior,,ON
Summary
Dynamic sales and client service manager with a focus on strategic planning and team development. Skilled in operational improvement and performance coaching, leading to surpassing sales goals. Committed to excellence in customer service, and fostering a collaborative team environment.
Overview
11
11
years of professional experience
Work History
Manager
MD Management Ltd.
Ottawa, Canada
09.2017 - Current
- Developed and implemented strategic plans to achieve growth objectives.
- Facilitated team meetings to review business results, and communicate new and ongoing priorities.
- Collaborated with marketing and product teams on campaigns designed to boost customer engagement levels.
- Surpassed growth targets through effective client relationship management and new client acquisition.
Team Lead
MD Management Ltd.
Ottawa, Canada
11.2015 - 09.2017
- Delivered continuous training and mentoring to associates to maximize performance and customer relations skills.
- Collaborated with cross-functional teams on projects related to client service initiatives.
- Evaluated existing processes, procedures, and policies to determine where improvements could be made.
Senior Trade Associate
MD Management Ltd.
Ottawa, Canada
11.2014 - 11.2015
- Facilitated training sessions for new hires, and ongoing coaching development for existing staff.
- Spearheaded internal initiatives designed to foster collaboration among staff members.
- Resolved customer inquiries and complaints requiring management-level escalation.
Trade Associate
MD Management Ltd.
Ottawa, Canada
12.2013 - 11.2014
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Processed orders, forms, applications, and requests accurately and efficiently.
- Recognized by senior management for providing exceptional customer service.
Education
Diploma - Business Administration majoring in Finance
Algonquin College
Skills
- Strategic planning and execution
- Cross-team collaboration
- Performance coaching
- Career development
- Training design and delivery
- Data analytics
- Business decision-making
- Client-centric approach
- Effective communication skills
- Goal setting and achievement
Summary Of Qualifications
- Registered Representative through CIRO
- Advanced Investment Strategies Certificate, Wealth Management Essentials, and Branch Managers Course through Canadian Securities Institute
Timeline
Manager
MD Management Ltd.
09.2017 - Current
Team Lead
MD Management Ltd.
11.2015 - 09.2017
Senior Trade Associate
MD Management Ltd.
11.2014 - 11.2015
Trade Associate
MD Management Ltd.
12.2013 - 11.2014
Diploma - Business Administration majoring in Finance
Algonquin College
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