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Customer Service Manager

Oakville, Ontario, Canada
November 16, 2018

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Warren Deans

** ********** *****

Oakville, Ontario L6H 5Z8

M: 647-***-**** H: 905-***-****


Confirming withdrawals, deposits and other payments for various financial products

Proficiency with MS Office (Word, Excel and PowerPoint), Gmail, Euclid, BTS and CDS.

Communicating with Internal Departments (Domestic & International)

Excellent communication skills, both written and oral.

Detail oriented / organized and results driven.

Able to work in a fast paced and high pressured environment

Work effectively across various business entities including operations, trading, private client group, correspondent firms and management staff.


The Keg Steakhouse & Bar, Oakville Ontario (July 2013 – April 2016)

Position: Part-time Bus Person

Clearing and resetting of tables

Preparation of cutlery and aid in providing tableware for next course.

Take soiled tableware to dish room and unload, sort and stack silverware, dishes, glassware, etc. in designated areas in the soiled dish drop off area.

Between seating’s promptly clean table tops, chairs and booths. Check floor and clean as required. Reset and arrange tabletop.

Communicate with server and hostess to assure efficient seating, table utilization and customer service.

Gained experience working in a fast pace environment as well as customer service

Royal Bank of Canada, Toronto Ontario

Maturities Operations Administrator (May 2014-August 2014) (May 2017-August 2017)

Performed reconciliations and payment processing between CDS and client accounts

Handled all trade exceptions on a timely basis

Printing and filing physical maturity notes

Provided back-office support to RBC traders in Toronto

Gained additional experience in a high pressure environment and with detail oriented work

Bond Interest Operations Administrator (May 2015-August 2015)

Performed reconciliations and interest processing between CDS and client accounts

Interest payment break resolution

Handled all exceptions on a timely basis

Supported Maturities team and Traders

Acquired experience dealing with a number of internal departments.

Euroclear Operations Administrator (May 2016-August 2016)

Performed daily settlement functions associated with FED & Euroclear Income securities.

Performed reconciliations and trade processing, including, suspense, trade balancing, stock record, trade corrections and journals, ex-clearing, and trade settlement

Maintained and balanced repo positions

Process Intraday Margin Requirements

Cash & Position break resolution

Supported Euroclear and Foreign Exchange Team

Gained experience communicating with international affiliates


Sept 2013-Dec 2017 McMaster University

Graduated from a 4 Year Political Science BA Honours program in June 2018

Sept 2009-July 2013 Holy Trinity Catholic Secondary School

Ontario Secondary School Diploma

Extracurricular activities

Varsity Football: Sept 2009 - Nov 2013

High School Concert Band: 2011 - 2013


1.Tamara Summers (Fixed Income Operations Manager)


2.Alyssa Desautels (Fixed Income Operations Manager)


3.Brayden Clerx (Fixed Income Settlements)

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