Canada
• Managing new account openings, including corporate accounts, and facilitating external transfers with accuracy and efficiency. • Handling client inquiries via email and phone, providing prompt and professional assistance. • Submitting cheques, overseeing client registrations for online portals, and completing subscription forms for fund companies. • Coordinating and organizing client events, keeping within budget. • Maintaining advisors’ calendars to ensure optimal scheduling and time management. • Processing internal transfers across TFSAs, RSPs, RIF/LIF, CAD/USD non-registered accounts and RESPs. • Performing various administrative duties as needed to support the team and enhance operational efficiency.
• Opening Day-to-Day accounts and processing credit card applications. • Handling credit card limit increases, and customer inquiries. • Addressing fraud concerns promptly and efficiently to protect client assets. • Managing and fulfilling private banking requests with professionalism and attention to detail. By providing personalized service and swift solutions, I ensure a seamless banking experience for all clients.
As a Customer Service Representative, I consistently greet customers with a friendly, positive attitude and assist 30-50 clients daily with a variety of financial transactions, including: • Processing cash withdrawals, deposits, bill payments, money orders, and special cash orders. • Handling account inquiries and resolving issues. • Managing mortgage and loan payments, as well as opening and closing safety deposit boxes. I prioritize safeguarding client information by adhering to KYC (Know Your Customer) protocols, ensuring maximum protection of their account profiles. Additionally, I assist clients by answering their questions and referring them to the appropriate financial advisor, helping them make the most of their Scotiabank products and services.
As a specialist in laser and non-surgical treatments, I provided high-quality care and personalized treatment plans for each client. My responsibilities included: • Administering laser treatments such as laser hair removal with ALMA, IPL with Venus Versa, and Lipo Laser. • Performing advanced non-surgical treatments including skin tightening with Venus Versa, NanoFractional RF, CoolSculpting, Ultherapy, and EM Slim. • Ensuring clear communication with clients, developing customized treatment plans to help them achieve optimal results and maintain satisfaction.