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Janet Chan-Mark, Bcom is listed as Client Services Manager at Financial Services Professional, based in Greater Toronto Area, 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.
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!
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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....
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 providing new services. Managed over 50 clients, and received exceptional service ratings. KEY RESPONSIBILITIES:* Assisted in up-selling additional services for commercial and individual HNW clients. * Retained over 95% of these clients within the past several years. KEY ACHIEVEMENTS:• 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.• Work on Ad Hoc projects relating to RBC systems that manage client data.
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 ACHIEVEMENTS:• 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.
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Janet Chan-Mark, Bcom works for Financial Services Professional.
Janet Chan-Mark, Bcom is listed as Client Services Manager at Financial Services Professional.
Janet Chan-Mark, Bcom is based in Greater Toronto Area, Canada while working with Financial Services Professional.
Janet Chan-Mark, Bcom has worked for Financial Services Professional and Rbc.
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Janet Chan-Mark, Bcom holds Bachelor Of Commerce (B.Com.) from Ryerson University.
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