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.•Coordinated company-wide training initiatives, promoting collaboration, knowledge sharing, and professional development across diverse teams.•Played a key role in the adoption of new technologies and systems, ensuring smooth transitions and minimal disruption to client services.•Recognized for exceptional communication skills, adaptability, and ability to meet tight deadlines in a fast-paced, high-pressure environment.

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.•Consistently met or exceeded performance targets, earning recognition for professionalism, attention to detail, and commitment to client success.

• 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.