Shubha Shree
North York,ON
Summary
A service-driven professional with a strong commitment to delivering client-centric solutions while fostering strategic partnerships as a trusted finance professional. Skilled in execution, with a focus on achieving goals, seizing opportunities, and continuously improving performance. Collaborative by nature, I work closely with multiple teams to drive positive outcomes, build trust, and support organizational goals. Proficient in event coordination, Salesforce, reporting, and compliance processes, with the ability to handle special projects and provide excellent support to management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Communications Specialist
Questrade
08.2022 - Current
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues boosting account opening numbers by 10%
- Monitored industry trends, providing timely updates and recommendations to clients, relationship managers and peers enhancing quality scores by 5%.
- Mentored junior team members by sharing knowledge about best practices via seminars and presentations.
- Worked on special projects to aid with customer retention, tackle escalations, building salesforce reports and regular KYC updates.
- Actively collaborated with multiple departments to address complex transfer cases, promoting a seamless workflow and efficient problem-solving.
Client Service Specialist
Questrade
09.2021 - 08.2022
- Provided knowledgeable service and support for all customer needs.
- Maintained detailed records of client interactions using salesforce, facilitating excellent customer service.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Assisted with the development of knowledge base for training new employees.
- Worked on a list of prospective clients in order to boost sales numbers
Senior Associate
Accenture
08.2016 - 11.2017
- Collaborated with institutional clients, providing exceptional support using tools such as presentations and reports
- Consistently achieved and maintained high-quality and productivity scores, exceeding business targets by 10% and enhancing client satisfaction.
- Distinguished recipient of the Highest Quality award for 12 months, recognizing exceptional performance and dedication.
Education
MBA - Finance And Marketing
Alliance University
Bangalore India04.2013
Skills
CRM Management (Salesforce)
Training and mentoring
Sales proficiency
Inter-department collaboration
Business Relationship Development
Event Planning & Coordination
Customer Service
Adaptability and Flexibility
Relationship Building
Product Knowledge
Certification
- CSC - Canadian Securities Course (Pursuing)
Timeline
Client Communications Specialist
Questrade
08.2022 - Current
Client Service Specialist
Questrade
09.2021 - 08.2022
Senior Associate
Accenture
08.2016 - 11.2017
MBA - Finance And Marketing
Alliance University
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