Brylle Machacon Email & Phone Number

Vancouver, Bc, Ca

North Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

I aim to provide exemplary client service, supporting a Senior Vice President in introducing affluent Canadians and their families as well as foundations and other not for profit organizations, to CC&L Private Capital's discretionary wealth management services.Using exceptional communication and problem-solving skills, I build and galvanize client relationships, lead the client onboarding process while establishing the foundation for a positive service experience, and respond to clients' question using my market and product knowledge.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment management firms.

Vancouver, British Columbia, Canada

Communicate with funders and referral sources to ensure clients are directed to appropriate care and services.Maintain knowledge of privacy, confidentiality and code of conduct policies.Maintain comprehensive knowledge of all service streams and related scheduling, billing and available funding option to assist clients in navigating the administrative elements of their care.Compile and report on financial standings of the clinic including accounts payable, receivable and payroll.Oversee front-end operations of the clinic.Hiring and training of clinical staff.Supply management for clinical equipment.

Vancouver, British Columbia, Canada

Develop and maintain thorough knowledge and understanding of the Bank’s retail and commercial products and services in order to meet client’s on going needs.Provide a high degree of service and support combined with innovative approaches in resolving Private Banking client, Sales Officers, Centre or service issues while maintaining an overall low risk profile for the bank.Assist sales team in closing their sales by preparing documentation packages and performing accurate, complete and timely product setups for commercial and retail products including retail credit product set-ups in the Term Lending System and Investment Platform.Acknowledge and resolve all client inquiries, complaints and concerns as set by the Bank's Complaints Resolution Standards and Procedures.

Burnaby, British Columbia, Canada

Perform all verification activities related to approved automotive loansEnsure sound and timely income decisions while conforming to bank policies and proceduresIdentify, assess and escalate potential fraud situationResolve discrepancies with automotive dealers and potential applicants

Vancouver, Canada Area

Labour ManagementInventory ControlProduct PurchasingVisual MarketingBudget Planning

Coquitlam, Bc

Associate'S Degree, Business Administration And Management, General

Education record