
I am a hardworking bilingual associate skilled in managing stock and merchandising products. Expert in assisting customers, multitasking, and handling high-volume work. Well-versed in any environment. Ideally, I would like to secure a position that will allow me to utilize my current skill set, gain new skills, and save for my post-secondary education.
- Offer proactive client care that prioritizes finding solutions to issues and paying close attention to details.
- When necessary, coordinate with several departments to ensure execution.
- Respond to questions from clients regarding account transactions, tax receipt requests, account reporting, etc.
- Help the advisor team with the onboarding of new clients. Assist in handling incoming correspondence from advisors, clients, and other partners, both internal and external.
- Keep up with current client accounts and find ways to get in touch with them: oversee account timeframes and important dates. Assure timely and accurate revisions of all required paperwork in accordance with industry regulations and internal procedures.
- Keep client files complete and current in the relevant systems. Assist with updating the team's brochures, bulletins, LinkedIn, Facebook, and website channels.