T.Y Elusakin
Vaughan,Canada
Summary
Dedicated and detail-oriented Client Onboarding Specialist with a strong background in financial industry policies and regulations. Seeking an opportunity to contribute my skills in document review, account opening, and customer service to ensure adherence to industry standards and regulations while maintaining high levels of client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Onboarding Specialist
Alterna Savings Credit Union
09.2021 - Current
- Achieved a client satisfaction rating of 95% by taking ownership of the onboarding experience and consistently meeting client expectations.
- Reduced onboarding time by 20% through effective time management and clear communication of timelines to clients.
- Successfully resolved 90% of risk issues within 24 hours, ensuring smooth onboarding processes and minimizing potential disruptions.
- Proactively addressed client needs, resulting in a 15% increase in customer retention.
- Maintained accurate and up-to-date records of over 100 assigned accounts in Salesforce, enabling efficient tracking and analysis.
- Conducted weekly onboarding and follow-up calls with clients, resulting in a 25% increase in client engagement and satisfaction.
- Assisted in sales calls, explaining the activation and onboarding process effectively, contributing to a 10% increase in conversion rates.
- Collaborated with the engineering team to communicate client requirements, ensuring seamless integration and implementation.
- Worked closely with the account management team, fostering strong cross-functional collaboration and enhancing the overall customer experience.
Financial Advisor
Scotiabank
01.2019 - 08.2021
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Customer Service Representative
Scotiabank
10.2016 - 12.2018
- Responded to customer requests for products, services, and company information.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Bachelor of Arts - Economics
University of Manitoba
Winnipeg, MB10.2015
Skills
- Document Review: Proven ability to review, analyze, and approve/reject documents for completion and accuracy using various system applications
- Regulatory Compliance: In-depth knowledge of financial industry policies and regulations, including AML/ATF, Privacy, KYC, QI & FATCA, IIROC Reg 1300, and CRS
- System Proficiency: Familiarity with AS400, Broadridge, SCORE, and WealthOne
- Microsoft Office Suite: Proficient in Microsoft Word, Excel, and PowerPoint
- Communication: Effective communication skills to convey detailed information to various departments
- Judgement and Prioritization: Ability to exercise sound judgment in prioritizing workload and managing conflicting priorities
- Multitasking: Demonstrated capability to manage multiple interruptions while maintaining workload
- Rapid Response: Quick and intelligent response to inquiries
- Client Service: Proactive focus on client service, industry regulations, and product requirements
- Attention to Detail: Strong attention to detail in all aspects of client account management
Certification
- Investment Fund in Canada - July 2018
- Canadian Securities Course - Can be obtained
Timeline
Client Onboarding Specialist
Alterna Savings Credit Union
09.2021 - Current
Financial Advisor
Scotiabank
01.2019 - 08.2021
Customer Service Representative
Scotiabank
10.2016 - 12.2018
Bachelor of Arts - Economics
University of Manitoba