Duncan Fletcher Email & Phone Number

Toronto, Ontario, Canada

• Work with different departments to assist high net worth clients with a range of issues, including account opening and transfers in, preparing forms for clients to sign, and then working with colleagues within Premium.
• Develop positive relationships with clients, and follow up with them via email and phone on complicated issues
• Use multiple platforms to complete trades for self-directed investing clients in options, equities, mutual funds and fixed income.
• Assisted with CDIP project to ensure AML compliance within Corporate accounts, contacting clients to gather necessary information and documents for the Account Documentation Team.

Toronto, Ontario, Canada

• Worked with different departments and used multiple platforms to complete trades for self-directed investing clients, or Financial Advisors. Also assisted clients with non trade related calls, whether technological.
• Helped with job shadowing for new IRs, also compiled list of system access issues for representatives from training classes to help them to get access to the necessary trading platforms and tools.

Toronto, Ontario, Canada

Customer Service Representative in contact centre for Investors Edge, CIBCs self directed investment service. Answering clients account and trading related questions, providing technical assistance, working with colleagues across multiple departments to resolve client issues.

Mississauga, Ontario, Canada

• Provided “best in class” customer service on personal and work lines for Bell Mobility and Virgin Mobile employees, 3rd party Bell dealers, in store demo phones and other test/demo accounts set up for business.
• Managed National Retail Employee Discount programme. Provided input to marketing department and communicated with in-store representatives to establish and clarify application form to close potential loopholes. Created.
• Analysed quantities of emails to different inboxes and time required for individual tasks and produced written report to better inform strategic decisions by managers to improve departmental efficiency.

Mississauga, Ontario, Canada

• Provided face to face client care for Bell Mobility customers with consumer and business accounts, clarified invoices and resolved escalations.
• Worked the cash desk, processed payments on client accounts, balanced floats and prepared daily deposits for Brinks.

Mississauga, Ontario, Canada

Performed client care via inbound calls for Bell Mobility. Achieved consistently excellent call quality, customer satisfaction and retention results.

Toronto, Ontario, Canada

• Founder, Managing Editor and Writer for Waking The Red, a Toronto FC community within SB Nation.
• Managed team of up to 6 contributors, on a limited budget, assigned tasks, edited articles and provided feedback, producing 25 articles weekly, and up to 200,000 page-views monthly.
• Wrote weekly column on Toronto FC for Sportsnet.ca; wrote match reports for the official website of League 1 Ontario and contributed to articles in The Guardian and Toronto Star.
• Promoted blog via social media, building Twitter account with 2000+ followers. Moderated lively and positive comments section to cultivate active community of readers.

Vancouver, British Columbia, Canada

• Made outbound calls to residents and businesses, soliciting donations and selling tickets to fundraising events, bringing in hundreds of thousand of dollars for local charities.
• Achieved consistently excellent banking results, with a large percentage of pledges turning into concrete donations, maximising return on expenses.