Duncan Fletcher Email and Phone Number
Experienced customer service professional with over 15 years of managing projects, helping clients resolve issues and achieve their goals. After recently completing the Canadian Securities Course and Conduct and Practices Handbook, I've started a career with CIBC in the investment industry.
Cibc Capital Markets
View- Website:
- cibcwm.com
- Employees:
- 2976
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Associate, Premium EdgeCibc Capital Markets Apr 2023 - PresentToronto, 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 Edge and other internal departments to achieve a quick resolution.• 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. -
Investment RepresentativeCibc Capital Markets Jan 2022 - Apr 2023Toronto, 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 problems or administrative issues, following up where necessary to ensure resolution.• 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. -
Customer Service RepresentativeCibc Capital Markets Aug 2021 - Jan 2022Toronto, Ontario, CanadaCustomer 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. -
Client Care Representative - Subsidized AccountsBell Mobility Cellular Inc. Jul 2011 - Sep 2020Mississauga, 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 purposes. Balanced projects and requests from multiple sources, evaluated urgency of tasks and prioritised accordingly to ensure requests handled within departmental deadlines.• 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 original training documents and email templates, updated documents as needed and provided training and ongoing support for colleagues to apply thousands of discounts annually to retail partners. Built and maintained databases to track applications, provide reports and analyse trends.• 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. -
Client Care Representative - Walk-In CentreBell Mobility Cellular Inc. Jun 2007 - Jul 2011Mississauga, 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. -
Client Care Representative - Call CentreBell Mobility Cellular Inc. Oct 2003 - Jun 2007Mississauga, Ontario, CanadaPerformed client care via inbound calls for Bell Mobility. Achieved consistently excellent call quality, customer satisfaction and retention results. -
Blog Managing EditorSb Nation Mar 2011 - Nov 2014Toronto, Ontario, CanadaFounder, 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. -
Charity FundraiserXentel Dm Mar 1998 - Feb 2003Vancouver, 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.
Duncan Fletcher Education Details
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French, Spanish, Business
Frequently Asked Questions about Duncan Fletcher
What company does Duncan Fletcher work for?
Duncan Fletcher works for Cibc Capital Markets
What is Duncan Fletcher's role at the current company?
Duncan Fletcher's current role is Options licensed Investment Representative working in finance industry..
What schools did Duncan Fletcher attend?
Duncan Fletcher attended Newcastle University.
Who are Duncan Fletcher's colleagues?
Duncan Fletcher's colleagues are Yvonne Lachmund, Ariel Meng, Cpa, Nick Dicastri, Mori Ghorashi, Ricki V., Cedric El Adm, Hamza Munir.
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Duncan Fletcher
Vice President, Finance & Empowerment At Tempo Flexible PackagingGreater Toronto Area, Canada1hotmail.com -
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2humber.ca, durhamregion.com
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