Alain Levasseur Email and Phone Number

Work independently on behalf of an Investment Counsellor by maintaining effective client relations and identifying potential business opportunitiesLead role in analyzing and implementing new business processes that enable better team efficiency and effectiveness in delivering results to both the business and the client Supporting the Investment Counsellor with all aspects of investment management, including attending client meetings, trading, pro-actively assisting and undertaking in administrative duties, and facilitating liaisons with internal departments and external businesses

Helped advisors, assistants and clients solve issues and answered specific and general account inquiriesProvided personalized and expansive customer serviceMentored new hires

Assisting and leading in many strategic initiatives and business enhancement projects which incorporated multiple lines of business across CanadaTook a lead role in business analysis that included process flow analysis and enhancement and CRM analysisDeveloped critical organizational and project management skills