Adrian Fong Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Acted as the primary escalation point for clients engaged in issues requiring swift and immediate resolution.- Accountable for the overall satisfaction of clients.- The primary point of contact to drive change when client requests require bespoke processes or have non-standard requirements.- Pursued change by promoting the digitization and automation of.

Toronto, Canada Area

- Liaised with Compliance, Legal and Tax Groups to address client enquiries and to facilitate client requests in accordance to regulatory standards.- Facilitated the client onboarding process by obtaining the required Due Diligence, AML and KYC approvals to enable the execution of the Custody/Trust agreements required to onboard new business/clientele..

- Coordinated information among various internal departments to investigate and resolve institutional client queries in a timely manner.- Maintained day-to-day processes and relationships with clients, investment managers, and consultants by providing exceptional service.- Facilitated the processing of invoices, wire transfers, free asset transfers, and.

- Sold banking products including: Deposit Accounts, Registered Accounts (i.e. RRSP, TSFA), Overdraft Protection, Credit Cards, GICs, Supplemental Insurance, etc…- Sold lending products including: Mortgages, Home Power Lines of Credit, Personal Lines of Credit, and Loans, by warm transferring leads to the lending line of business.- Strictly followed the.

- Sales of financial products including, Bullion, Mutual funds, Broker Accounts, Managed Accounts, etc.- Assisting clientele to ensure document regulatory compliance and understanding.- Client portfolio customer service and advice as needed and required.- Documented all client interactions in company CRM system to ensure KYC compliance.- Building of client.