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!
Financial Services Professional
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Client Services ManagerFinancial Services Professional 2017 - PresentToronto, Canada AreaI 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....
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Client Services ManagerRbc 2000 - 2017Toronto, Canada AreaHandled 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. -
Financial AnalystRbc 1997 - 2000Developed 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.
Janet Chan-Mark, Bcom Education Details
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Bachelor Of Commerce (B.Com.)
Frequently Asked Questions about Janet Chan-Mark, Bcom
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 the current company?
Janet Chan-Mark, Bcom's current role is Financial Services Industry Professional | Client Service Manager | Helping clients solve financial needs.....
What schools did Janet Chan-Mark, Bcom attend?
Janet Chan-Mark, Bcom attended Ryerson University.
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