Jad Nezameddin Email & Phone Number

Montreal, Quebec, Canada

Working with high-net-worth clients on the Premium Edge phone lineIncluding all previous Investment Representative Responsibilities and more:Opening Accounts (Corporate, Individual, Registered, Trusts, etc)Corresponding and Placing Orders for Institutional ClientsPlacing Iceberg, Block and Anonymous TradesContingent Option Orders (Spreads)

Montreal, Quebec, Canada

Accredited and in good standing with the completion of the Canadian Securities Course (CSC) and Canadian Practice Handbook (CPH).Working knowledge of the fundamentals/techniques of stock and bond trading and the applicable rules and regulations sufficient to trade securities with the public, including current conditions and trends in the Canadian and U.S. stock and bond markets.Provide pertinent information in a courteous and professional manner to clients by explaining relevant trading policies and procedures as required without entering into discussions that would influence a client's decision. Handle large volume of calls, maintain critical accuracy and execute trades as per client instruction in accordance with IIROC regulations and CIBC ISI policies and procedures.Process all trade and non-trade related requests and ensure correct follow up procedures are followed such as managing GOW requests, re-orgs, cash withdrawals, FX conversions, SRMS and all maintenance changes.Recommend changes to business processes to enhance operational efficiency and effectiveness by working alongside of various internal partners. Interact with ISI Risk Control Services when dealing with regulatory trade issues (error correction) and potential risks.Engage with purpose to find the right solutions for clients and going the extra mile to understand their goals and identify opportunities to refer new business.You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.Handle customer complaints with the goal of first call resolution or to be escalated appropriately if necessary. Strive for zero trading errors, advise error desk of any trading errors and adjust client accounts as required. Interact with employees from Global Operations, WBO to resolve day-to-day client issues.Summarize call volumes and type of client inquiries for management to review.

Montreal, Canada Area

Interact with clients via both phone and online channels to provide detailed information relating to stock quotes, online support, account administration and general inquiriesFollow-up on client requests and refer inquiries to authorized representatives and/or management as appropriatePrepare written correspondence to clients including letters of explanation and/or apology letters in order to meet or exceed client satisfaction levelsConsult with various internal business partners in order to find the best possible solutions and prepare accurate responses to client inquiriesEngage in meaningful discussions with potential clients to understand their goals and identify opportunities to refer new businessMeet client expectations while complying with established policies, practices and proceduresIdentify and resolve client complaints using sound judgment and flexibilityComplete after sales service activities including updating client information, product and service maintenanceSummarize call volumes and type of client inquiries for management to review

Montreal, Canada Area

• Monitor, maintain and improve the order to cash cycle process. • Conduct mass extractions on Excel from SAP, analyze and verify data and report findings of order to cash system investigations.• Conduct and coordinate O2C investigations between internal departments and external partners such as distributors, warehouse, credit, marketing systems, IT department, sales force, etc.• Conduct and report detailed Investigations related to systemic transmission issues and provide adjustments to order statuses in SAP.• Update and Maintain various daily, weekly and monthly logbooks and reporting metrics.•Lead analyst for Wallace and Carey (master whole seller)

Montreal, Canada Area

• Track and analyze customer deliveries by gathering data from multiple sources using Excel, SAP, Oracle's Siebel (V3), Ryder WebTM, etc. • Conduct and coordinate B2B communications between clients, distributors, warehouse, credit, Sales force, etc.• Conduct and report detailed Investigations related to delivery disputes and Transmission issues and adjust Invoices based on recommendations.

Montreal, Canada Area

Caisse populaire Desjardins de L'Ouest-De-L'Île• Provide excellent customer service to Desjardins members• Provide tailored financial products based on their needs, ex: Visa, MasterCard, Insurance• Surpass annual sales quotas for financial products and services

Kirkland, Qc, Canada

• Customer Service Sales Associate• Meet daily sales quota • Full- Service Merchandising

Kirkland, Qc, Canada

• Recommending and making sandwiches • Food preparations• Cashier & Upsells• Cleaning and Closing

• Document filing and classification • Create and organize newly acquired client’s files• Assist others with all related office tasks

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Commerce profile: Designed for students interested in studying commerce, management, economics or any business-related field.