Pauline Ngugi
Toronto,ON
Summary
Driven Business Operations Associate aiming to leverage a proven history of managing competing priorities and completing diverse business responsibilities with accuracy and efficiency demonstrated over seven years in similar roles.
Overview
11
11
years of professional experience
Work History
Business Operations Associate
Britam Holdings
01.2016 - 10.2022
- Liaised with clients to provide status updates on accounts and projects.
- Executed clients withdrawal instructions across all investment funds.
- Developed and distributed reports to inform management and stakeholders of any client significant withdrawals and the turn around time for processing various client transactions.
- Reviewed daily cash requirements to ensure availability of funds to execute clients withdrawal instructions across all funds.
- Processed commission payments to agents across all investment funds.
- Handled client queries with regards to their investments, account balances and any pending transactions/instructions.
Client Services Assistant
Britam Holdings
08.2014 - 12.2015
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Responded to customer calls and emails to answer questions about products and services.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Production Planning Intern
East African Breweries
10.2011 - 12.2011
- Assisted in preparation of beer production plans using SAP.
- Assisted in preparation of beer packaging plans.
- Tracking of actual production vs the set plan for each week and reporting on the reasons for any variations.
- Finished goods inventory tracking.
Education
Bachelor in Economics & Statistics - Economics
University of Nairobi
Nairobi, Kenya12.2014
Skills
- Client Inquiries
- Financial Reporting
- Report Creation
- File Management
- Database Management
- Report Generation
- Process Improvement
- Client Account Management
Languages
English
Full Professional
Timeline
Business Operations Associate
Britam Holdings
01.2016 - 10.2022
Client Services Assistant
Britam Holdings
08.2014 - 12.2015
Production Planning Intern
East African Breweries
10.2011 - 12.2011
Bachelor in Economics & Statistics - Economics
University of Nairobi
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