Bobby Brice Email & Phone Number

Toronto, ON, CA

Remote

Toronto, Canada Area

• Actively monitor and manage the activities of the financial centre to ensure service levels are met.
• Monitor, coach, motivate and provide career development to the team. Actively engage in succession planning through identifying and mentoring upcoming leaders.
• Actively manage employee performance by establishing employee goals and conducting periodic performance review and assessments. Take necessary disciplinary action when applicable.
• Foster a climate of mutual respect, open communication, approachability, as well as fair and consistent treatment of FSRs
• Promote service excellence by consistently evaluating, processes, procedures and/or practices and identifying potential for improvement. Communicate findings/recommendations and assist in the.
• Maintain relationships with Sun Life Compliance and perform investigative functions regarding complaints

Toronto, Canada Area

Monitored day-to-day operations and provided ongoing guidance and support to a team of 13 – 15 Financial Service Representatives Acted as an escalation and reference point for team members Participated in the appraisal and development of Financial Service Representatives while driving team results through constant monitoring and coaching Built and.

Toronto, Canada Area

Provided timely, courteous and professional service to advisors and investors, and educated them on CI Investments’ product offerings Responsible for researching, investigating and correcting account related issues to ensure client and advisor satisfaction Named the 2015 Quarter 1 (Jan – March) most valuable player for Client Services for going above and.

Hamilton, ON

• Providing excellent customer service in an accurate and timely fashion, consistently contributing to business and personal CEI
• Assumed various roles including sales, customer relations, business banking, and team lead
• Strong team player with great multi-tasking abilities; regularly contributing to the team dynamic
• Demonstrates considerable knowledge of TD Bank Financial Group products, policies, and services to improve customer relations
• Exceeded expectations through several audit and compliance evaluations

Full Stack Developer Immersive Bootcamp, Full Stack Development Certificate

12 week immersive full stack development bootcamp. Skills include: ● Coding web pages using HTML, CSS, and JavaScript ● Programming.

Front-End Web Development

● Fundamentals of programming using JavaScript ● Introduction to JavaScript Data structures, including Objects and Arrays ● jQuery methods.

Front-End Web Development

● HTML, CSS, and responsive design ● Precompiled syntaxes such as Sass ● Converting professional designs to HTML & CSS ● Layout models.

Accounting And Finance