Customer Service Financial

HIGHLIGHTS OF QUALIFICATIONS

Diploma- Business in Financial Services, Centennial College, 2017

CSC and IFSE courses with working experience in financial sector

Fundamental and technical understanding in securities industry and investment products like mutual funds, segregated funds, ETF, close end funds, equities, bonds, derivatives, RRSP, RESP and TFSA

Ability to maintain strong telephone manners and proactive approach for better client services

Experience in preparing invoices for outstanding fees, journal entries and posting to general ledger, multi-year revenue, reconciliation to resolve discrepancies, Net Asset value and financial Statements

Substantial knowledge of financial budgeting, forecasting, financial analysis and reporting

Skilled in the use of computer applications including MS Word, Excel, PowerPoint and keyboarding

Superior verbal communication and writing skills, ability to meet deadlines and attention to detail

EMPLOYMENT HISTORY

Peer Tutor, Centennial College Learning Center 2017

Listened to students concerns and issues regarding curriculum materials and discussed alternative approaches to help facilitate a more comprehensive understanding which resulted in improved grades

Assisted students with developed a solid understanding of financial trends, reporting process, capital budgeting and forecasting

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Assistant Manager, Financial Service Department 2013 - 2015

Bangladesh Bank

Received and performed a compliance review on new account opening documents, anti-money laundering and anti-terrorist financing 97% efficiently

Ensured delivering fair outcomes to banks customers and maintain transparent operation of financial markets that reduces fraud and inequalities 25%

Built and maintained communications to clients, solve problems, answer queries, facilitate services and routines necessary to meet all compliance 95% correctly

Officer, Banking and finance Department 2011 – 2012

Bangladesh Bank

Processed invoices, journal vouchers, posting ledgers, reconciliations, and reporting timely as required by saving 30% working hours.

Collection and payment quickly and Prepared monthly income and expense report, income statement and balance sheet with 100% accurately.

Coordinated Electronic Funds Transfer (EFT) for quick payment through banks and succeeded in reducing the transfer time to 6 hours, and Worked in a team to establish an efficient payment system through Automated Clearing Houses

Officer, FX Investment and Client Relation Department 2008 – 2010

Bangladesh Bank

Dealt capital/revenue expenditure and foreign portfolio investment of foreign investors in Bangladesh and communicated with Ministry of Finance

Checked foreign exchange supporting documents like bill of exchange, bill of lading, letter of credit within the weekly deadline 91% successfully

Communicated with stakeholders in written and oral to answer their queries shortening waiting period

RELEVANT EXPERIENCE

Handled multi-task under pressure; meeting clients, complying regulations, posting in system and process transactions accurately

Maintained accounts, calculated payment and fees, recognized irregularities and errors and took proper reconciliation timely by reducing process time 4 hours/ weekly

Made payment 400+ daily, posting in the ledger, settled the transaction in the software correctly and timely that reduced work hour 20% than before

Reconciled accounts payable subsidiary and general ledger control accounts and prepares the required journal entries

Participated in the month-end/year-end accounting cycle closing process and helped team member to finish correctly and timely

Prepared analysis as required on various general ledger accounts, including bank reconciliation, accounts receivable, prepaids and other balance sheet accounts

Answered 50+ phone calls per day in a professional manner, provided a positive presentation of the company and ensured customers’ needs were being met while completing required tasks and coordinating team

Processed 300+ pieces of incoming mail, packages, faxes, courier deliveries, regular mail, internal correspondence, logged into excel and assured delivery to the appropriate staff member

Recognized as a positive team player for taking initiative and organizing of staff birthday or celebrations which promoted team effectiveness and positive work environment

Created and prepared error free, confidential correspondence, documents, reports and memos complying with relevant regulations

Contributed to half yearly strategic plan by assessing departmental needs, analysis workflow, implementation of operating and reporting that reduced costs 20%

Prioritize workload based on potentiality, growth, needs and timeline which increases productivity about 15%

Recognized for staying calm with angry or up-set customers, investigated complaints and updated accounts both in-person or on the telephone to assure client satisfaction

Provided friendly, personalized, attentive customer service to employees and visitors, providing assistance and information to 250+ customers weekly while also taking care of safety and keeping order

EDUCATION AND PROFESSIONAL DEVELOPMENT

Diploma in Business- Financial Services 2017

Centennial College, Ontario

Canadian Securities Course (CSC) 2016

Canadian Securities Institute, Toronto, Ontario

Life License Qualification Program Course (4 module) 2017

IFSE

MBA & BBA (major in Accounting) 1999- 2007

ICAS of Canada, Foreign credentials Assessment services, Guelph, ON

Original degree from University of Chittagong, Bangladesh

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