Wolsey Gray
Mississauga, Ontario 905-***-**** **********@*****.**
Skills
Over 12 years progressive experience fostering strong client relationships
Excellent verbal and written communication skills
Able to work effectively independently, or 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
Complied with safety standards to maximize efficiencies and reduce 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 statements and other matters
Created smooth onboarding process, while assisting new hires in adjusting to company policies and procedures
Demonstrated a positive attitude in the execution of 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
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
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