Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Galoni

Burlington,ON

Summary

Highly organized and detail-oriented Licensed Investment Representative with over 20 years experience in customer service, investment banking and administration. Passionate about providing exceptional service and building long lasting relationships with High Value Clients to achieve their financial goals.

Overview

23
23
years of professional experience

Work History

Licensed Investment Representative

BMO Nesbitt Burns
08.2007 - Current
  • Support a team of Portfolio Managers sales and service objectives by delivering service initiatives to clients which includes: documentation preparation, review of reports, calendar management, follow-up with internal departments to ensure appropriate account maintenance; licensed to execute unsolicited trades and provide quotes.
  • Lead customer support for all client onboarding, questions and concerns. Maintain client relationships based on honesty, trust and engagement. Day-to-day timely communication through email and phone calls.
  • Contribute to the Portfolio Managers business objectives by ensuring the book of business is being developed through implementing and maintaining client service strategy to ensure IA’s are regularly meeting clients and reviewing financial plans.
  • Actively maintain the teams CRM Database (Salesforce) to organize client interaction, track teams tasks, manage priorities and improve overall client satisfaction.
  • Manage a team of administrative assistants to provide support for our Portfolio Managers. Develop the teams processes and mentor their ongoing development.
  • Liaise with external professionals, such as accountants and lawyers, on behalf of the Portfolio Managers to settle taxation issues and estates.

Customer Service Specialist

BMO Bank Of Montreal
06.2003 - 08.2007
  • Act as first point of contact for clients and take ownership of any issues.
  • Handle all inquiries, concerns and complaints in a professional and knowledgeable manner.
  • Engage customers in a range of sales, service and informational conversations.

Customer Service Representative

BMO Bank Of Montreal
07.2000 - 06.2003
  • Promptly assist customers with a wide variety of banking transactions.
  • Ensure customer concerns are handled appropriately and escalating issues when necessary.
  • Identify customer needs and match with appropriate products and services.
  • Understand and apply security/safeguarding procedures for prevention of loss.

Education

Wealth Management Essentials - Associate Financial Advisor

Canadian Securities Institute - Currently Enrolled
Toronto, ON

Investment Representative Licensing - Financial Services

Canadian Securities Institute
Toronto, ON
12.2008

Bachelor of Fine Arts - Dance

York University
Toronto, ON
04.2000

Skills

    Client Service Management

    Strong communication skills

    Conflict resolution

    Client Relationships

    Task Prioritization

    Forward thinking

    Proactive and comfortable working autonomously

Timeline

Licensed Investment Representative

BMO Nesbitt Burns
08.2007 - Current

Customer Service Specialist

BMO Bank Of Montreal
06.2003 - 08.2007

Customer Service Representative

BMO Bank Of Montreal
07.2000 - 06.2003

Wealth Management Essentials - Associate Financial Advisor

Canadian Securities Institute - Currently Enrolled

Investment Representative Licensing - Financial Services

Canadian Securities Institute

Bachelor of Fine Arts - Dance

York University

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Sarah Galoni