Ulana Kowalczyk
Toronto,ON
Summary
Client Relationship Manager known for building strong, trust-based partnerships with clients and internal stakeholders alike. Proven ability to work seamlessly across cross-functional teams to deliver tailored solutions and ensure exceptional service delivery. Skilled at navigating complex client requirements, and exemplifying adaptability, enthusiasm, and strong collaborative efforts. Ultimately, showcasing a deep understanding of client needs and business objectives.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Manulife
10.2022 - Current
- Manage and grow relationships with key corporate clients, ensuring ongoing satisfaction and ultimately driving client retention and renewal
- Collaborate with internal teams to deliver seamless onboarding, issue resolution, and ongoing plan support
- Participate as a supporting member of the pre-sale process by presenting at finalist and shortlist meetings, effectively communicating plan features and value propositions to secure new business
Wealth Associate
National Bank Financial
02.2016 - 10.2022
- Managed relationships with high-net-worth households totaling $400M AUM
- Hosted client seminars to deliver tailored insights, fostered interactive discussions, and strengthened client relationships, resulting in increased client satisfaction and retention while identifying new business opportunities
- Developed and executed strategic marketing initiatives to effectively communicate product benefits, increasing internal adoption rates
Commercial Account Officer
National Bank of Canada
01.2015 - 02.2016
- Established and maintained business relationships with mid-market clients by managing the onboarding process and maintenance of accounts
- Created user guide documentation for multiple products and services
- Evaluated and measured client financial activity, determined client needs, and recommended customized solutions
Mortgage Development Manager
National Bank of Canada
02.2014 - 01.2015
- Proactively established, developed, and maintained lasting business relationships with market intermediaries through marketing, conduction of seminars, workshops, and networking events
- Conducted communicative efforts through online and print publications in order to provide knowledge of products and services
Front Line Advisor
National Bank of Canada
02.2011 - 02.2014
- Continuously surpassed yearly-established financial, employee, and operational quality objectives
- Ranked number 2 in sales out of 565 National Bank employees; achieved through thorough examination of client files, and strong communication skills used to present suitable solutions for client needs
- Honoured by fellow employees and supervisors for creativity, customer-focus, and strong communication skills
Editorial and Media Development Intern
Pearson Education Canada
01.2013 - 05.2013
- Collaborated with Project Managers in the development of an innovative digital learning solution
- Worked with international third-party vendors to design product
- Copywrote user-guides for pilot-implementation
- Facilitated pilot implementation and analyzed market feedback
Education
HBA - Digital Enterprise Management
University of Toronto
05-2013
Digital Communications
Sheridan Institute of Technology
05-2013
Skills
- Communication
- Collaboration
- Integrity
- Problem Solving
- Relationship building and management
Certification
- Canadian Securities Course (CSC) - Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH) - Canadian Securities Institute
LANGUAGES
English (native)
Ukrainian (native)
Polish (elementary)
French (elementary)
Community Involvement
- Directed cross-functional financial projects for a nonprofit, Sadochok Ukrainian Nursery School, collaborating with board members and volunteers to support sustainable community initiatives for children of Ukraine
- Coordinated branch-level fundraising efforts for Breakfast Club of Canada, contributing to the successful campaign that raised $500,000+ to support children with daily access to healthy breakfasts and educational readiness
- Participated in JDRF Canada Ride to Defeat Diabetes, cycling to raise funds and awareness for diabetes research and support initiatives
Timeline
Client Relationship Manager
Manulife
10.2022 - Current
Wealth Associate
National Bank Financial
02.2016 - 10.2022
Commercial Account Officer
National Bank of Canada
01.2015 - 02.2016
Mortgage Development Manager
National Bank of Canada
02.2014 - 01.2015
Editorial and Media Development Intern
Pearson Education Canada
01.2013 - 05.2013
Front Line Advisor
National Bank of Canada
02.2011 - 02.2014
HBA - Digital Enterprise Management
University of Toronto
Digital Communications
Sheridan Institute of Technology
Similar Profiles
Viji RamamoorthyViji Ramamoorthy
Imaging Specialist at ManulifeImaging Specialist at Manulife
VOMA MBANUIVOMA MBANUI
IT Support Specialist at ManulifeIT Support Specialist at Manulife
Rola El OunaissyRola El Ounaissy
AMCS Case Manager at ManulifeAMCS Case Manager at Manulife
Mukhtar IsaaqMukhtar Isaaq
Customer Service Professional at ManulifeCustomer Service Professional at Manulife
Jordan RendellJordan Rendell
Account Executive at ArjoAccount Executive at Arjo