Alexia Chikowski Email & Phone Number

Toronto, Ontario, Canada

Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Reviewed financial and non-financial transactions performed by processing representatives to ensure accuracy and compliance with policies and industry regulations. Contacted financial advisors and institutions about requests that were not in good order in a timely manner to ensure clients did not experience unnecessary delays.

Toronto, Canada Area

Opened new accounts in registered and non-registered plans, kept client information up to date, set up distribution payments, preauthorized deposits, systematic withdrawals and exchanges, processed transfers, purchases, exchanges and redemptions of mutual funds. Communicated with financial advisors about discrepancies and unclear information on submitted documentation to ensure client information was accurate.

Toronto, Canada Area

Reviewed and provided quality control analysis on submitted documentation and contacted financial advisors about outstanding requirements. Communicated with underwriters about additional documentation (either proofs of income or proofs of assets) required. Kept client information up to date on existing investment loan and RRSP loan accounts.

Provided clients with excellent and efficient service, clarifying administrative requirements and providing support and guidance through the account management website. Effectively multi-tasked, performing minor administrative duties while still maintaining consistent call quality and attention to detail while assisting clients.

Provided clients with excellent and efficient service, clarifying administrative requirements and providing technical support and guidance through the online loan application website, EASE.

Bachelor'S Degree, Psychology

Majored in psychology, took a number of music courses and courses in public law for electives. Specialized in personality and behavioural.

Bachelor'S Degree