Jerry Dang Email & Phone Number

 Support Sales team with advisor’s inquires, understand their business model to help ensure efficiency when sending in trade instructions. Analyze FundServ trades and help advisor’s resolve issues when trades are rejected. Point of contact for client relation representatives to help coach and improve their product knowledge, call handling skills with continuous feedback and support to help them meet their goals and company's business objectives. Organize meetings to communicating the updates and changes on new product launches and any business needs. Act as a Client Relation lead on ongoing projects with other internal departments Handle all escalated calls ensuring positive outcome for advisors. Investigate privacy breaches and provide thorough report to Compliance team.

Toronto, Ontario, Canada

 Special Handling – Build strong relationship with high net worth advisor to ensure trades processed with zero error rates RESP / RDSP Specialist - Coach and resolve other client relations representatives inquires on rules, regulations and procedures for the RESP and RDSP products.  Assisted with creating RESP / RDSP job aids and streamline processing procedures. Processed trade instruction for High Net Worth Dealer’s account Analyzed and identify trends and improvement opportunities for Advisors by developing specific program to help ease their business needs with Mackenzie.  Apart of 2013 Contact Tracking Tool Re-design project to create First Contact Resolution procedure within contact center environment. Apart of 2012 Performance Team to help create better efficiency within client services  Highlights: Appointed as Client Relation’s lead when we launched RDSP in 2011