Liban Abdi Email & Phone Number

Toronto, Ontario, Canada

• Delivered tailored onboarding programs for high-net-worth clients and advisors, enhancing user adoption and long-term satisfaction.
• Built and maintained client relationships, ensuring alignment with business objectives and personalized service delivery.
• Identified pain points and implemented solutions to improve the onboarding process, driving efficiency and reducing time to value.
• Partnered with stakeholders to design training materials and e-learning content, supporting client education and success.
• Provided post-onboarding support, acting as a trusted advisor to resolve issues and ensure smooth client transitions.
• Managed onboarding metrics and feedback, utilizing data insights to refine processes and enhance client outcomes.

Toronto, Ontario, Canada

• Facilitated seamless client onboarding by managing account setup, documentation verification, and compliance with industry regulations, ensuring an efficient and positive client experience.
• Built and maintained strong relationships with Investment Advisors and their teams, providing strategic support to enhance client satisfaction and loyalty.
• Collaborated with cross-functional teams to streamline processes, implement best practices, and improve service delivery, achieving higher efficiency and client retention rates.
• Demonstrated a deep understanding of financial products and services, proactively identifying opportunities to add value for clients and support their financial objectives.
• Utilized technical tools, including Dataphile and Microsoft Office Suite, to manage client data, monitor account activities, and generate detailed reports for advisors and stakeholders.
• Played a key role in maintaining compliance standards by adhering to regulatory requirements, conducting audits, and ensuring accurate record-keeping.

• Received documents from Investment Advisor (IA) teams and added information into database.
• Consistently tracked documentation to ensure accuracy and completion.
• Updated and regularly checked client accounts via Dataphile.
• Used all available resources and programs to problem solve and ensure weekly quotas were met.

• Accountable for compiling and inputting data within Rogers home data base system/CRM Maestro for corporate & government accounts.
• Utilized numerous macros in Excel to help achieve an efficiency rate of 43,000 orders completed during Q2 reporting season.
• Worked closely with the automation team to test software that would enable the department to reach a 1% increase in total revenue for Q2 results.
• Liaised with various departments and teams about updates to account information and invoices/billing reports.
• Compiled accurate reports of orders completed via pivot tables in Excel and sent reports to the appropriate channels.

Toronto, Canada Area

• Applied innate analytical and interpersonal skills to become a data clerk that could work independently and well under pressure.
• Created Excel spreadsheets and reports via different methods of data mining.
• Consistently used VLOOKUP to search for client information.

Toronto, Canada Area

• Answered and managed inbound and outbound calls while recording accurate messages.
• Spoke to clients in a warm and welcoming manner. Reached a completed survey success rate of 95%.
• Performed data entry, filing, photocopying and other general office duties.