Operations Associate
Current- Managed the off-boarding process during the onboarding of 780,000 new client accounts in the HSBC acquisition, handling thousands of account closures, transfers & trades in Q1 2024, while ensuring compliance with national and provincial regulations and maintaining service quality throughout the transition.- Adopted incremental improvements that increased operational efficiency by 25%, significantly reducing errors and enhancing overall branch and client satisfaction.- Facilitated and oversaw 10000s of client trades and transactions, including securities transfers and wire transfers, processing over nine figures in assets, ensuring seamless operations and communication between departments.- Collaborated with various departments—such as Trusts/Estates, Transfers In/Out, Invest Easy (IE), Direct Investing (DI), National Credit, Compliance, and Financial/Investment Advisors at RBC & dozen more Financial Institutions—to deliver a cohesive wealth management experience.- Provided operational support to senior management by preparing detailed reports and analyses on account activities and client portfolios.