Cody Londerville Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Canada Area

- Verify AML/KYC as well as IIROC requirements for new onboard clients- Perform periodic review on existing clients within deadlines- Utilize World-Check to search for adverse media or Politically Exposed Persons (PEP)- Obtain key client information via various independent online sources- Liaise with and provide advice to Front Office staff and other.

Toronto, Canada Area

- Manage day-to day operations including confirmation, settlement and investigation of foreign exchange transactions- Ensuring accurate selection of settlement instructions to allow correct payment of foreign exchange trades avoiding possible losses to the bank- Providing a high level customer service to clients for all inquiries- Demonstrating a keen.

Toronto, Canada Area

- Managed the queue for RIF Transfers into and out of Waterhouse- Consistent efficient processing lead to reducing SLA times by three days- Took ownership of transfers out to Private Trust, Investor Services and TD Future Builder- Helped to revise many procedures to improve accuracy/transparency/timeliness- Supported the GIC desk rebuilding GICs transfers.

Etobicoke

- Worked with partnered clinics to properly market, advertise and promote the addition of laser therapy- Provided clinical and technical support for all protocols, software and hardware- Aided in effective scheduling and billing for laser therapy- Drove new sales through cold calls, clinic visits and referrals in order to expand the practice of laser therapy

Toronto, Canada Area

- Provided advice to customers on their investment, borrowing and day to day banking needs- Held up the TD Canada Trust standard for legendary customer service which has earned them 8 consecutive JD Power and Associates awards for highest customer satisfaction- Completed mortgages and home equity lines of credit, mutual fund and GIC investments- Supported.

Toronto, Canada Area

- Provided advice to customers on their investment, borrowing and day to day banking needs- Completed account openings, credit card and line of credit applications, and referred clients to wealth partners- Served as Sales Revenue lead, providing updates on team and individual pace and daily achievements- Sold over $1,000,000 in mutual funds through the.

• Aided in development of compensation data reports for executives, middle management, support, and investment employees
• Interpreted financial statements, annual reports, proxy statements and management information circulars to compile company and executive salary information
• Identified discrepancies, errors and information gaps found in data submissions
• Communicated with clients daily via phone and email to acquire new information and complete submissions