Sohaib Darham
Canada,QC
Summary
Hard worker with many years of experience in customer service, combined with a solid background in finance and a strong aptitude for acquiring new knowledge. Able to work both as part of a team and independently, as well as having strong organizational, communication and analytical skills.
Overview
8
8
years of professional experience
17
17
years of post-secondary education
1
1
Certification
Work History
Solutions Specialist
CI Assante Wealth Management
06.2023 - Current
- Contribute to daily operations by working effectively and productively with all team members.
- Handle emergency situations with calm and composure.
- Organize work by prioritizing tasks to meet expectations and deadlines.
- Adaptability and efficiency in learning new concepts.
- Problem-solving and improving operations by providing exceptional service.
- Increased productivity by collaborating with management to develop process improvements.
Financial Customer Service Representative
CI Assante Wealth Management
09.2021 - 06.2023
- Close collaboration with wealth management advisors to optimize follow-up of client files.
- Maintained strict confidentiality when handling sensitive client data, adhering to regulatory requirements and company policies at all times.
- Enhanced customer satisfaction by promptly addressing financial inquiries and resolving issues.
- Built strong relationships with clients through attentive listening, empathetic communication, and sound financial advice.
- Developed expertise in multiple banking systems and software applications required for effective job performance as a Financial Customer Service Representative.
- Managed approximately 60 daily incoming calls and emails from advisors and customers
Consulting Intern
KSS Consulting
05.2019 - 06.2019
- Check-in for bank reconciliations
- Handled physical inventory
- Prepared amortization schedule
Junior Accountant
Toy Triangle
03.2016 - 08.2016
- Assisted with preparation of monthly financial statements.
- Managed client billing process to ensure prompt payment, improving cash flow management.
- Reconciled month-end totals for timely and accurate reporting of financial information.
Education
Baccalauréat Général - Économique et social
Lycée Français International
Jeddah, Saudi Arabia 09.2003 - 06.2016
Bachelor - Finance
John Molson School of Business
Montréal, QC 01.2017 - 12.2020
Skills
- Office 365
- Teamwork
- Wealth Management
- Market Analysis
- Customer Relationship Management
- Quality Assurance
- Technical Analysis
- Problem-solving abilities
Languages
Français
Native or Bilingual
Anglais
Native or Bilingual
Arabe
Professional Working
Certification
Market concepts- Bloomberg
Additional Information
- Club basketball since I was 13.
- Volunteer for the Action Contre la Faim association
- Travel
Timeline
Solutions Specialist
CI Assante Wealth Management
06.2023 - Current
Financial Customer Service Representative
CI Assante Wealth Management
09.2021 - 06.2023
Consulting Intern
KSS Consulting
05.2019 - 06.2019
Bachelor - Finance
John Molson School of Business
01.2017 - 12.2020
Junior Accountant
Toy Triangle
03.2016 - 08.2016
Baccalauréat Général - Économique et social
Lycée Français International
09.2003 - 06.2016
Market concepts- Bloomberg
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