Service Associate Client
Resume:
W Wolsey Gray
Mississauga, Ontario
**********@*****.**
Over 12 years progressive experience fostering strong client relationships Excellent verbal and written communication skills
Able to work independently, and or effectively within a team Strong Interest in Capital Markets, and working knowledge of financial instruments
Skilled in Microsoft suite of products
Work Experience Processing Associate
10/2020 to 07/2023
Amazon Canada
Mississauga, Ontario
Performed discovery, due diligence and assignment on returned products Executed continuous process improvement techniques to streamline work and reduce waste
Adhered to established policies and compliance for satisfactory audit rating Complied with safety rules and standards to maximize efficiencies while reducing accidents
Client Associate, Derivative Products
06/2008 to 07/2009
Canadian Imperial Bank of Commerce
Toronto, Ontario
Assisted clients with preparing financial statements, conducting investment research, and completing transactions to assess and meet departmental goals Worked with large net worth clients to find optimal solutions to customer issues Developed personal rapport with clients to maintain customer loyalty and establish long term accounts
Building client relationships through collaboration and guidance Client Service Associate, Customer Onboarding
01/2006 to 06/2008
Canadian Imperial Bank of Commerce
Toronto, Ontario
Communicated with clients about new account applications and related services Educated clients on account services, resolving client inquiries concerning statement and other related issues
Created smooth onboarding process, while assisting new hires in adjusting to company policies and procedures
Demonstrated a positive attitude in the execution of my various tasks Client Associate, Trading and Investment
01/2000 to 01/2006
Canadian Imperial Bank of Commerce
Toronto, Ontario
Executed trades in stock, mutual funds and other investment products at the request of our clients
Provided the right product and service solution based on the needs of the client Performed front line risk management, through awareness and implementation of compliance and company policies
Skills
Education University of The West Indies
Bachelor's
Management Studies
Jamaica
10/1989 to 07/1994
City University of Seattle,
Master's
Financial Management
Seattle, Bellevue, USA
10/2003 to 01/2008
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