Casandra Eld Email & Phone Number

Mississauga, Ontario, Canada

• Resolved client inquiries promptly and accurately via phone and email, achieving a 98% first-contact resolution rate• Earned recognition for achieving the highest weekly ticket rate and received Kudos Awards for stellar performance • Educated advisors on account administration, regulatory policies, and service-related inquiries, maintaining compliance with industry standards, while rectifying complex issues for high-net-worth clientele with a focus on risk mitigation• Acted as a liaison between stakeholders, including advisors, internal teams, and third-party vendors, ensuring seamless knowledge transfer and effective problem resolution to drive business success and achieve organizational goals • Optimized internal processes by contributing to web page redesigns, testing new products, providing actionable feedback and identifying areas for continuous improvement to enhance service delivery and client satisfaction • Demonstrated extensive knowledge of advisor services, processing systems, investment products, and registered plans to address clients’ needs effectively, fostering a long-term trusting relationship among advisors

Toronto, Ontario, Canada

• Achieved recognition as a 2020 Top Performing Regional Champion, exceeding financial targets by 146% through a combination of strategic client engagement, personalized financial solutions, and a strong focus on results • Provided customized banking and investment recommendations through comprehensive portfolio analysis, aligning strategies to help clients achieve their financial goals and position them for long-term financial success• Led compliance efforts by upholding internal controls, ensuring adherence to policies, and driving ongoing advancements in branch practices, working closely with cross-functional teams to determine gaps• Expanded TD’s business pipeline by collaborating with financial planning partners to uncover growth opportunities in client portfolios and align strategies with business objectives

Peterborough, Ontario, Canada

• Delivered tailored banking solutions by evaluating customer needs and recommending suitable financial products• Exceeded financial targets by 120% through exceptional service delivery, proactive engagement and aligning product offerings with client goals which resulted in repeat satisfied customers and numerous 5/5 personal reviews • Fostered inclusiveness by accommodating diverse client needs, creating positive experiences that enhanced loyalty • Contributed to a supportive team environment by recognizing colleagues’ achievements, driving collective success