Chenai Ndemera Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Managing a team and providing mentorship on developmental opportunities, providing feedback when evaluating performance and making pay decisions, also providing advice on hiring decisions- Working regularly across team’s boundaries to deliver results on key department and business initiatives. Promoting, maintaining and developing a network of effective relationships with contacts, both internal and external, to build professional relationships, understanding stakeholder issues, resolving problems and reviewing working practices- Monitoring regulatory and market developments that affect the Private wealth business and assessing the operational impact and implementing appropriate solutions- Fostering a close relationship with Legal and Compliance teams to monitor and progress on regulatory matters. Developing and implementing appropriate risk controls and procedures. Responsible for delivery of reporting to key stakeholders. - Oversee reporting and service levels from key service providers- Developing and driving process improvement initiatives and acting as a project lead. Delegating incoming work to junior colleagues to ensure that is handled effectively, promptly (in line with Key Performance Indicators and other deadlines) and accurately so that the needs of internal and external customers are consistently met and exceeded.- Developing a comprehensive training program which includes a manual for policies and procedures

Toronto, Canada Area

- Onboarded Portfolio Managers including but not limited to getting Service LevelAgreements (SLAs) and NDAs in place, assisting in account opening, and transferprocessing- Educated Portfolio managers about the operations procedures including but not limitedto Estate settlement, Tax Reporting- Inputted and updated client information into the CRM system- Engaged targeted prospect segments by proactively placing outbound calls andsubsequently following up to drive new account and asset growth. Mandate was toincrease AUM - Managed a team of 4 other Relationship Managers and provided them with ongoingtraining.- Developed a comprehensive training program which included a manual for policies andproceduresCreated monthly reports that were provided to clients as well as used internally toproject growth and highlight improvement opportunities

Toronto, Canada Area

- Oversaw the Client account administration (CAA) department. This included meeting Virtual Brokers quality standards, mentoring employees and ensuring all inquiries were handled efficiently- Maintained on-going relationships with high valued clients by being the point of contact between Virtual Brokers and our largest clients and Portfolio Managers- Approved client banking requests by reviewing trade settlements and ensuring compliance with FINTRACs Anti-Money Laundering and Anti-Terrorist Financing regulations- Prepared weekly Excel reports to compile statistics and maintain department quality standards- Found areas to improve the CAA team through employee feedback and department results- Provided professional quality service to clients. Handling and resolving service requests from existing clients.- Sought, recognized and acted upon opportunities to expand business relationships with clients.- Engaged targeted prospect segments by proactively placing outbound calls and subsequently following-up to drive new account and asset growth. - Created and maintained various Excel reports and records pertaining to the entire client base

Toronto, Canada Area

Toronto, Canada Area

B.Sc., Business Administration - Finance

Activities and Societies: President - Finance Association

Business Administration

Education record