Client Services Leader with Financial Ops Experience
Resume:
***********@*****.***
ANGELA LAGUERRE
OBJECTIVE
To obtain a full time position where I can utilize my experience and knowledge in a role where I can thrive and offer exceptional customer service. EXPERIENCE
CIC Financial, Ancaster, ON — Senior Associate, Client Transactions
2019 - PRESENT
● Demonstrate proficiency in handling a variety of tasks on time.
● Offer exceptional customer service, client relations management and keep up to date on changes to systems and processes.
● Excel at completing special assignments.
● Process stock and mutual fund trades as well as GIC’s and bonds.
● Prepare and process account transfers, including pension transfers.
● Appointment setting and reception duties.
● Recognize times when it would be appropriate to introduce new investment opportunities.
Edward Jones, Hamilton, ON — Branch Office Manager 1998 - 2019
● Demonstrated proficiency in handling a variety of tasks on time and at the same time improving branch efficiency.
● Offered exceptional customer service and client relations management.
● Accepted and adjusted to changes to systems and processes.
● Event/ conference planning and coordination.
● Involved in setting the branch team vision annual trimester strategies, planning process to enable the branch to achieve their goals.
● Outlined the scheduling and agenda preparation for regular Branch Team meetings.
● Participated in webinars and training programs.
● Overcame challenges to build consensus, drive the team forward through sharing ideas and providing feedback, using effective verbal and written communications proactively.
● Ensured SOPs as a Branch team were created, implemented and updated.
● Oversaw the administration of the branch, i.e. scanning and paying bills and thrived in this capacity as an authority figure.
● Prepared for calls and face to face meetings for Financial Advisor.
● Leveraged skills to support the building of a referral process with key centres (lawyers and accountants) by providing them with information.
● Regional Leader for the company’s monthly meetings and for the one-day annual meetings each year. Coordinated all aspects for each meeting and arranged catering services.
● Applied comprehensive knowledge in investments, stocks, bonds, mutual funds and GIC’s
● Regularly streamlined processes and make decisions with a view to cost savings.
● Scheduled, coordinated and facilitated all aspects of meetings, event planning, conference calls and and did so with energy and enthusiasm.
● Reflected professionalism, worked extremely well under pressure. EDUCATION / TRAINING
● In-house Continuing Education courses through Edward Jones
Compliance, Privacy and Confidentiality, Anti Money Laundering.
● Elder abuse, and other similar courses.
● McMaster University - completed one year.
● Cathedral Girls High School - graduated grade 12; 1986. CORE STRENGTHS & CAPABILITIES
● Customer Care / Customer Service
● Account Management
● Vendor, Supplier Communications
● Solution Finding
● Thrive in fast paced environments
● Highly organized
● Calendar Management
● Project Management
● Event Planning
● Adapts to new challenges
REFERENCES
Available upon Request
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