David Robson Email & Phone Number

Toronto, Canada Area

800 Bay St. Toronto On

Consistently met organizational goals and objectives by training a team of representatives and increasing their performance. Administered mutual investment funds, including processed trades of mutual funds, bonds, and stocks securities. Contributed efforts to ensure and comply with relevant laws, polices, and regulations that decreased compliance issues; updated insider information on accounts. Enhanced company revenue by developing effective financial strategies and managing debit sellouts. Supported manager to handle risk issues and mitigate losses to the company by to handling irate callers/clients and escalated client issues.Key Contributions:Assessed the needs for skill improvement and organized effective training programs, while supporting in coaching of more than 100 new investment and customer service representatives.Delivered expert advice regarding investment products and financial services, such as stock trades and bond trades through analyzing trading, underwriting, pricing, and marketing conditions.Promptly responded and tackled escalated calls and client complaints, which significantly increased customer trust and experience.Awards:4 Quarterly Achievers Award for Excellence | Quarterly Second Place Winner Sales Award | MVP New Account Referrals Quarterly | First Place Account Referrals | MVP New Account Referrals | Leading the Way in New Account Referrals | 5 Ace awards for Call Quality. #1 In Call Center

800 Bay St. Toronto On.

Award-winning and customer-focused professional with substantial experience in financial service, customer service, and performance evaluation. Proven track record in promoting products and services, resolving complaints, and training fellow employees. Success in enhancing revenue for corporate through attracting potential customers, responding to products and services questions, and suggesting information about other products and services. Adept at supporting organizational operations through analysis of key performance indicators and trends. Proficiency in numerous computer applications and software, including Microsoft Office, PowerPoint, Excel ADP, Lotus Basic programming, Coins Thomson one quote system, and Reuters quote systems. Proven expertise in:Financial ServiceRelationship DevelopmentGeneral ManagementTraining & DevelopmentPerformance ManagementRisk Assessment & MitigationRegulatory ComplianceCustomer Satisfaction

Provided technical support and assistance regarding the On-line help and web site support to promote effective communication with staff and better understanding of product. Played an integral role in conducting comprehensive investigation regarding assessment and tax issues.Key Contributions:Delivered exceptional product information to market and sell products to the public.Managed complaints and offered appropriate solutions and alternatives within the time limits also followed up to ensure resolution of complaints and issues, while serving as client advocate.

Toronto, Canada Area

Resolved product and service problems by clarifying customer's complaint, determining cause of problem, selecting and explaining best solution to solve problems, and expediting correction or adjustment. Delivered product information to the financial advisers and clients to market and sell products.Key Contribution:Forged and maintained strong, professional, and sustainable relationships of trust through open and interactive communication with clients and financial advisers for repeat business.

High School Diploma

Branch Managers Course

Canadian Securities Course

Options Licensing Course

Derivatives Fundamentals Course

Conduct And Practices Handbook

Education record

Pc Support Diploma, It