Taylor Chase
Edmonton,AB
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to facilitate Wealth Advisor requests. Strong communicator focused on delivering outstanding client service.
Overview
9
9
years of professional experience
Work History
Private Client Services Associate
Connor, Clark & Lunn Private Capital
03.2020 - Current
- Customize presentation materials for new and existing clients.
- Understand investment products and services, enabling highest possible standards for client service experience.
- Processing daily trades, transfers, portfolio rebalancing, and other day to day responsibilities.
- Assisting seven Wealth Advisors & mentoring new associates in their growth and development.
Accounting Assistant
Apple Drugs
04.2015 - 03.2017
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Used accounting software to prepare weekly and monthly financial reports.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
Education
Level 3 Candidate -
CFA Institute
Bachelor of Commerce - Finance
University of Alberta
Edmonton, AB04.2019
Skills
- Preparing Reports
- Practice Management
- Supporting Sales Staff
- Relationship Building
Languages
English
Timeline
Private Client Services Associate
Connor, Clark & Lunn Private Capital
03.2020 - Current
Accounting Assistant
Apple Drugs
04.2015 - 03.2017
Level 3 Candidate -
CFA Institute
Bachelor of Commerce - Finance
University of Alberta
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