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Customer Service Management

Location:
Alberta, Canada
Posted:
August 09, 2015

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Resume:

LILIAN B. RAHMANI

**** ****** ****** ****., **., Calgary, AB, T3H 3G6

Res: 403-***-**** Cell : 403-***-****

Email : **********@*****.***

OBJECTIVE: Seeking a rewarding and challenging position as a Financial Services Administrator professional where I can apply my analytical, organizational and interpersonal skills in a dynamic and progressive environment.

EMPLOYMENT HISTORY:

DUNDEE WEALTH MANAGEMENT - Sales Assistant 2004 - 2008

SCOTIA MCLEOD DIRECT INVESTING - Investment Representative 2000 - 2004

ROYAL TRUST - Agency Account Manager 1998 - 2000

ROYAL BANK DIRECT INVESTING - Investment Representative 1996 - 1998

TD WATERHOUSE - Investment Representative 1990 - 1996

RESPONSIBILITIES:

Administered a variety of client account activities including onboarding and off-boarding,

Executed transactions for a variety of financial instruments such as equity stocks, Private Placements, Fixed Income, Commercial Paper, Mortgage Backed Securities, Gold/silver Certificates, Mutual Funds, Equity & Index Options and new issues etc.,

Responded to customer service errors. Researched and resolved problems and discrepancies in a timely and accurate fashion,

Managed account load for investment management clientele encompassing full administrative duties from opening to closing of an investment management account while ensuring clients’ instructions and compliance policies are closely adhered and efficiently implemented.

Administered sundry duties involving the operations dept. that include transfer in and out of securities from third party institutions,

Investigated credit compliance reports in accordance with regulatory guidelines,

Administered a client base of both market driven and asset accumulation accounts,

Updated clients profiles (KYC) and tracking and reconciling the transfers of assets pertaining to client accounts,

Called on overdue settlements in client accounts due to margin requirements and trading rules.

EDUCATION:

Canadian Securities Course and Options Course – 1990

LLQP - 1998

Project Management Certification - Mount Royal University – 2010

Frankfield Business College (UK) - Business Administration Diploma

Seminars and workshops: Customer Service Retention, Sales Motivation, Service Management

COMPUTER SKILLS:

MS Office (Word /Excel/Outlook/PowerPoint)

Bridge/ISM/ADP

SAP (PRD- Business Intelligence and P16 – Business Processes)

PeopleSoft, SharePoint, Documentum

CERTIFICATES:

St. John’s Ambulance – First Aid – Level C CPR

Workplace Hazardous Materials Information Systems (WHIMIS)

Site Specific Safety Orientation

Hydrogen Sulphide (H2S) Alive

COMMUNITY INVOLVEMENT:

Canadian Kidney Foundation, Senior Homes, Christmas charity parties for disadvantaged children Days of Caring – Horizon Camp BP initiative; Calgary Drop-In Centre – BP monthly luncheon program; Forest Lawn High School – BP community involvement in Public Speaking Tournament, Toastmasters Club, Calgary Census/Enumerator (2007-2010); Corporate Challenge; Samaritan’s Purse – Disaster Relief (Calgary Flood 2013)

INTERESTS/HOBBIES: Health and wellbeing, Travelling, Reading, Cultural Events, Hiking, Tennis, Volunteering etc.



Contact this candidate