Janet Chan-Mark, Bcom
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Janet Chan-Mark, Bcom Email & Phone Number

Client Services Manager at Financial Services Professional
Location: Greater Toronto Area, Canada, Canada 3 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Financial Services Professional
Role
Client Services Manager
Location
Greater Toronto Area, Canada, Canada

Who is Janet Chan-Mark, Bcom? Overview

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Quick answer

Janet Chan-Mark, Bcom is listed as Client Services Manager at Financial Services Professional, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Janet Chan-Mark, Bcom.

Janet Chan-Mark, Bcom previously worked as Client Services Manager at Rbc and Financial Analyst at Rbc. Janet Chan-Mark, Bcom holds Bachelor Of Commerce (B.Com.) from Ryerson University.

Profile bio

About Janet Chan-Mark, Bcom

Financial Services Manager with enhanced skills in client relationship management, provision of financial product information, and alignment of clients with the teams that can best meet their needs. Throughout a progressive career at RBC, I created business documentation to outline best practices and procedures, addressed risks/concerns, pro-actively resolved compliance, audit or trade-related problems, and ensured AML (Anti-Money-Laundering) monitoring and compliance.SKILLS SUMMARY:Financial Services Industry Knowledge: Expert-level knowledge of custody, fund accounting, AML, record keeping/shareholder services, trades, money transfers, ETF's and internal/external auditTechnology Competencies: Proficient user of MS Office (Word, Excel, Outlook), Bloomberg, SharePointMY UNIQUE SELLING POINT:I constantly listen to clients and enjoy success in resolving their issues. In turn, I receive positive feedback and attain close to 100% client satisfaction ratings.IN THE FUTURE....I am seeking a Client Service role or Operations position that will utilize my strong knowledge of financial services best practices, AML regulations and a proven ability to meet customer expectations.I am immediately available for new opportunities and can be reached 416.451.7407 or janet.chan-mark@rogers.comLet's chat!

Current workplace

Janet Chan-Mark, Bcom's current company

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Financial Services Professional
Financial Services Professional
Client Services Manager
3 roles · 29 years

Janet Chan-Mark, Bcom work experience

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Client Services Manager

Current
Financial Services Professional

Toronto, Canada Area

I am currently available for new opportunities in the financial services sector where I can utilize my skills in customer relationship management, regulatory compliance and industry best practices....

2017 - Present ~9 yrs 5 mos

Client Services Manager

Rbc

Toronto, Canada Area

  • Handled all custody business issues for major clients (mutual & pooled funds or high-net-worth individuals). Key point-of-contact for company decision-makers; effectively addressing concerns, resolving fee disputes, or.
  • Astutely managed relationships for 50 pooled/mutual fund managers (client assets up to $50M.)
  • Effectively focused on client satisfaction, retention and identifying cross-sell/ up-sell opportunities.
  • Liaised with various internal departments within RBC to optimize client operational processes.
  • Provided consultative support to clients and ensured all conflicts were resolved in a timely manner.
  • Negotiated new fee structures ensuring that profit margins were maintained or exceeded for existing and prospective clients.
2000 - 2017 ~17 yrs

Financial Analyst

Rbc
  • Developed and implemented financial tools to enhance decision-making at all levels of management.Proactively structured information, tracking and analysis to improve management of various technology groups.KEY.
  • Provided financial support to management with respect to operating and strategic plans.
  • Coordinated capital budgeting process within Systems and Technology Department.
  • Ensured financial information was reported with compliance to corporate accounting practices.
1997 - 2000 ~3 yrs
1 education record

Janet Chan-Mark, Bcom education

FAQ

Frequently asked questions about Janet Chan-Mark, Bcom

Quick answers generated from the profile data available on this page.

What company does Janet Chan-Mark, Bcom work for?

Janet Chan-Mark, Bcom works for Financial Services Professional.

What is Janet Chan-Mark, Bcom's role at Financial Services Professional?

Janet Chan-Mark, Bcom is listed as Client Services Manager at Financial Services Professional.

Where is Janet Chan-Mark, Bcom based?

Janet Chan-Mark, Bcom is based in Greater Toronto Area, Canada, Canada while working with Financial Services Professional.

What companies has Janet Chan-Mark, Bcom worked for?

Janet Chan-Mark, Bcom has worked for Financial Services Professional and Rbc.

How can I contact Janet Chan-Mark, Bcom?

You can use AeroLeads to view verified contact signals for Janet Chan-Mark, Bcom at Financial Services Professional, including work email, phone, and LinkedIn data when available.

What schools did Janet Chan-Mark, Bcom attend?

Janet Chan-Mark, Bcom holds Bachelor Of Commerce (B.Com.) from Ryerson University.

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