• Managed key client relationships including some of the most prominent Financial Advisors across Canada• Supported the sales team by providing knowledge and expertise on products, services, industry regulations, and trends• Created hypothetical portfolios for portfolio managers and investment advisors• Collaborated with a cross functional team in the pursuit of reducing operational errors, and delivering specialized service to key clients• Facilitated the implementation of continuous improvement suggestions across the Canadian transfer agency as a lead on continuous improvement projects• Contributed to the department's policy and procedure documents

• Top-ranked CSR according to Dalbar Canada in 2013 and 2014• Acted as a single point of contact for clients and investment advisors responding to inbound calls, following up on missing transaction requirements • Provided assistance with special requests and reports• Researched, analyzed, and reported competitive and industry trends to management • Trained and mentored new CSRs on products, systems, and departmental culture

• Valued prospective residential and commercial properties based on cash flow and growth potential• Performed due diligence to assess potential management efficiencies to increase cash flow• Helped generate deal flow by building and maintaining a network of real estate brokerages and agents

• Assisted clients with fiduciary management through service and sales• Educated and recommend credit and investment products specific to a clients’ needs

• Worked within a team to develop strategies to solicit high net worth clients, & promote an Investment Advisor (IA)• Prospected potential clients to discuss their financial goals with an IA

• Planned, organized, and facilitated NYSC special events & fundraising campaigns• Increased attendance at NYSC signature fundraising event by 30% resulting in a 50% increase in the event net revenue