David Kendall Email & Phone Number

Winnipeg, Manitoba, Canada

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.

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.

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

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.

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.

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.

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.