TAWAB RAMADANE
Rbc direct investing
Moncton,New Brunswick
1
Certification
2
years of professional experience
Client Service Associate supporting investment clients through clear guidance on account activity, transactions, and service requests. Handles 30+ bilingual interactions per week, resolves account issues, and maintains accurate support in a fast-paced financial setting. Brings bilingual English and French communication and a strong service mindset to client interactions.
Work History
3 Months
- Handle [number] client cases per shift while balancing service quality and response speed.
- Deliver clear, personalized guidance on investment accounts and services to support informed client decisions.
- Build strong client relationships through active listening, professionalism, and consistent follow-through.
- Provide accurate, timely support in a fast-paced financial environment while maintaining attention to detail.
Front Desk Agent
1 Year 5 Months- Processed [number] guest check-ins per shift while handling reservations and secure payment collection.
- Handled cash, credit, and debit transactions accurately while following internal financial procedures.
- Processed invoices and reservations with attention to detail to support smooth front desk operations.
- Trained for Night Audit, building experience in daily financial reconciliation and reporting.
- Used strong communication and problem-solving skills to manage guest needs in a fast-paced environment.
- Balanced multiple front desk priorities through multitasking and steady organization during busy shifts.
Education
Bachelor of Finance
Skills
Financial reconciliation
Payment processing
Cash handling
Client issue resolution
Account service support
Financial statement analysis
Banking regulation and compliance
Portfolio analysis
Risk fundamentals
Bilingual client service
Know your client procedures
Client onboarding
Certification
Canadian investment regulatory exam
Timeline
Rbc direct investing
06.2026 - CurrentRead More
Front Desk Agent
Wingate by Wyndham
01.2025 - 06.2026Read More
Université de Moncton
Bachelor of Finance
Read More