David Kendall

David Kendall Email and Phone Number

Senior Client Relations Representative at IG Wealth Management @ IG Wealth Management
winnipeg, manitoba, canada
David Kendall's Location
Winnipeg, Manitoba, Canada, Canada
David Kendall's Contact Details

David Kendall personal email

n/a
About David Kendall

I believe in connecting with clients and understanding their needs; this builds effective relationships and heightened client confidence. Specialties: Microsoft Office, Power Point, presentations and briefings, communication and leadership

David Kendall's Current Company Details
IG Wealth Management

Ig Wealth Management

View
Senior Client Relations Representative at IG Wealth Management
winnipeg, manitoba, canada
Website:
ig.ca
Employees:
5905
David Kendall Work Experience Details
  • Ig Wealth Management
    Senior Client Relations Representative
    Ig Wealth Management Jul 2020 - Present
    Winnipeg, Manitoba, Canada
  • Ig Wealth Management
    Client Relations Representative
    Ig Wealth Management Nov 2017 - Jun 2020
    Winnipeg, Canada Area
    Provided solutions to various questions and issues encountered by clients and consultants of IG Wealth Management, such as deferred sales charges (DSCs), transfer protocols, forms required, Guaranteed Investment Fund (GIF) data, and assisting with issues preventing clients from accessing their accounts online. Focussed on ensuring consultant and customer satisfaction with solutions provided.Awarded "Quarterly MVP" in November, 2018 for exceptional customer service provided.
  • Ig Wealth Management
    Operations Services Administrator (Temporary)
    Ig Wealth Management Dec 2016 - Mar 2017
    Winnipeg, Manitoba
    Supported consultants by processing financial transactions and modifying customer accounts on request. Communicated with consultants and other team members to ensure missing or incorrect information is completed in a timely manner.
  • Pinnacle | Staffing & Recruiting
    Temporary Worker
    Pinnacle | Staffing & Recruiting Sep 2014 - Dec 2016
    Winnipeg, Manitoba
    Worked on BUNDL-CMOD conversion project at Investors Group, utilizing knowledge of XML to create and maintain configuration files, ensuring accuracy of coding. Worked with members of project team to ensure swift and accurate implementation of project. Verified data submitted for recognition program at Investors Group, corresponded with field consultants in a professional manner to correct faulty data. Collaborated with management to improve data verification process. Took initiative in several decisions, determining best course of action
  • Expert Customs Brokers Ltd.
    Release Agent
    Expert Customs Brokers Ltd. Oct 2013 - Apr 2014
    Winnipeg, Manitoba
    Input data within PARS system to ensure accurate and timely clearance of border documentation. Prioritize incoming documentation accordingly. Coordinate between Canada Border Services and other companies and agencies to ensure timeliness. Answer questions regarding status of shipments. Learned new software and protocol quickly.
  • Robert Half
    Temporary Worker
    Robert Half Nov 2010 - Oct 2013
    Winnipeg, Manitoba
    Performed various office tasks such as filing, order checking, data entry, reception work, and administrative duties for various clients on temporary, term assignments. Employed in both supervised and unsupervised positions. Often assigned assignments that require a high keyboarding speed combined with accuracy with a good work ethic.
  • Ncr Corporation
    Service Coordinator
    Ncr Corporation Sep 2000 - Apr 2010
    Winnipeg, Manitoba
    Facilitated the dispatching and handling of service calls to technicians via computer and telephone. Input critical business data into specialized dispatching system. Frequently acknowledged as among the top service coordinators in terms of number of calls completed, efficiency of time used, punctuality, and quality of service.
  • Home Pages Plus!
    Proprietor / Web Designer
    Home Pages Plus! Feb 2000 - Dec 2008
    Utilized business skills to operate home based web-design business. Consulted and negotiated with clients as to their specific needs for their web-based project. Created a superior finished Internet-based product based on specific customer wishes.

David Kendall Skills

Data Entry Leadership Customer Service Web Design Microsoft Office Powerpoint Team Building Public Relations Communication Time Management Event Planning Social Media Public Speaking Leadership Development Team Leadership

David Kendall Education Details

Frequently Asked Questions about David Kendall

What company does David Kendall work for?

David Kendall works for Ig Wealth Management

What is David Kendall's role at the current company?

David Kendall's current role is Senior Client Relations Representative at IG Wealth Management.

What is David Kendall's email address?

David Kendall's email address is dh****@****shaw.ca

What schools did David Kendall attend?

David Kendall attended The University Of Winnipeg.

What skills is David Kendall known for?

David Kendall has skills like Data Entry, Leadership, Customer Service, Web Design, Microsoft Office, Powerpoint, Team Building, Public Relations, Communication, Time Management, Event Planning, Social Media.

Who are David Kendall's colleagues?

David Kendall's colleagues are Taylor Rice, Cfp® Rrc®, Bev Mcnamara, Akwasi B., John Garnett Mba Cfp, Kelsi Jenner Rrc, Eric Lachance, H.b. Comm, Rrc, Cfp, Mike Carey.

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