Enthusiastic individual with passion for building a business, creating partnerships, and ensuring client success.
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Team Lead, Payment SolutionsPhreesiaLondon, On, Ca
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Team LeadPhreesia Aug 2024 - Present -
Client Success Manager, LeadPhreesia Oct 2023 - Aug 2024
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Senior Client Success AssociatePhreesia Oct 2022 - Oct 2023Responsible for managing and growing relationships with key clients, ensuring their satisfaction with Phreesia's products and services, and identifying opportunities for upselling and cross-selling.
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Client Success AssociatePhreesia Mar 2021 - Oct 2022
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Banking AdvisorRbc Oct 2019 - Mar 2021London, Canada Area• Proactively engage with clients in all areas of the branch and in the community to uncover banking needs, provide advice and identify sales and referral opportunities.• Credit, lending, mortgage financing, investments and day-to-day banking.• Utilize technology to deliver a memorable client experience, drive sales, and retain business.• Focus on relationship building with clients to achieve their life goals and partner to make the most of business partner’s expertise. -
AssociateRbc Dominion Securities Feb 2019 - Oct 2019London, Canada Area• First point of contact for book of high net worth clients to place trades and advise on financial inquires.• Organized client facing and educational events regarding investing and to attract new clients.• Assured accuracy of registered accounts, corporations, estate, tax and overall wealth management.• Prepared for review meetings by predicting client needs and inquiries. -
Operations AssistantRbc Dominion Securities Feb 2018 - Feb 2019• In-office support with a focus on the processing of accurate and compliant financial transactions.• Greeted and communicated with clients to provide an exceptional client experience.• Communicated with colleagues to collectively problem solve and find solutions as a team.• Researched and implemented efficiencies to daily processes
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Client AdvisorRbc Jul 2017 - Jan 2018• Exceeded personal sales goals by asking questions and presenting suitable products to clients. • Delivered advice to have the client reach their ‘someday’ and find value within RBC.• Responsible to handle, count and balance the daily cash supply of the branch.
Emma Brooks Skills
Emma Brooks Education Details
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Political Studies
Frequently Asked Questions about Emma Brooks
What company does Emma Brooks work for?
Emma Brooks works for Phreesia
What is Emma Brooks's role at the current company?
Emma Brooks's current role is Team Lead, Payment Solutions.
What schools did Emma Brooks attend?
Emma Brooks attended Queen's University.
What skills is Emma Brooks known for?
Emma Brooks has skills like Microsoft Word, Microsoft Excel, Iiroc Licensed, Customer Service, Organization Skills, Cooperative Team Member, Attention To Detail.
Who are Emma Brooks's colleagues?
Emma Brooks's colleagues are Danielle Ienna, Zachary Klebanoff, Janessa Jobanputra, Rachana Devi, Kirstin Stauning, Kaelyn Mcginty, Nadjib Benkhellat.
Not the Emma Brooks you were looking for?
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Emma Brooks
Master Of Resource And Environmental Management Candidate At Dalhousie UniversityHalifax, Ns -
Emma Brooks
Ubc Natural Resources Conservation Student | West Point Grey Academy AlumniVancouver, Bc -
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Emma Brooks
Toronto, On10gmail.com, dal.ca, zulualphakilo.com, publicisna.com, wattpad.com, trapeze.com, publicis.ca, greenfleet.com.au, skillshare.com, wattpad.com4 +164752XXXXX
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