Connie Yip Email & Phone Number

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Canada Area

Responsible for leading the operations of four financial centres with 24 associates. Promote collaborative partnerships with management, head office partners, advisors, and other related parties. Manage and oversee different projects, ensuring communication, critical items are looked after to ensure smoothness of each phase Operations Supervisor Supervise a team of nine Marketing & Administrative Associates in the Operations team. Develop and implement improvements on work processes. Communicate on compliance rules and product changes throughout financial centre.

Montreal, Canada Area

HR staffing such as recruitment, screening CV and matching. Respond to staff on HR issues. Provide information and explanation to staff concerning University personnel policies.

Plan, organize different volunteer events and annual program with other collaborated parties. Maintain a database of 200 volunteers. Match and respond to volunteers requests based on different departments needs.

Manage 6 projects development with various financial institutions. Analyse client needs and provide recommendations.. Build cross-functional project team from various functional groups. Maintain all aspects of the business relationships, including negotiation, and problem solving.

Montreal, Canada Area

Establish and manage financial portfolios for clients including investment and credit needs. Maintain customer relationships using proactive selling and relationship management.