Max Groth Email & Phone Number

Edmonton, Alberta, Canada

Managed client service requests, including account openings, fund transfers, and trade executions, ensuring accuracy and efficiency.Organized client meetings, prepared detailed meeting materials, created customized reports, and maintained meticulous client records.Cultivated strong client relationships by addressing inquiries and concerns promptly, contributing to high client satisfaction.Played a key role in supporting the management of high-net-worth portfolios by efficiently handling service requests and maintaining detailed records using Salesforce, PureWealth, Doxim, and Dataphile, contributing to overall client satisfaction.Provided administrative and client support to Investment Counselors managing high-net-worth portfolios. Facilitated seamless operations by coordinating between clients and Investment Counselors, ensuring that all client needs were met with professionalism.

Edmonton, Alberta, Canada

Advised clients on mutual fund selections, contributing to an increase in portfolio growth for clients.Developed personalized financial plans, providing advice on investment strategies, retirement planning, and financial plansOpened and maintained various accounts, including investment, savings, and credit products, ensuring compliance and accuracy.Collaborated with colleagues to deliver comprehensive financial solutions, contributing to client retention and portfolio growth.Required completion of IFIC

Edmonton, Alberta, Canada

Provided front-line customer service, focusing on accurate and secure handling of client transactions.Managed risk and compliance responsibilities while maintaining high standards of client service.Exceeded customer satisfaction targets through delivering high-quality service and proactive issue resolution.Networked within the organization to explore career opportunities, gaining valuable insights into different banking roles.Supported clients in understanding and managing their financial products, ensuring a positive banking experience.

Calgary, Alberta, Canada

Independently managed daily operations, enhancing customer satisfaction using high-quality food preparation and personalized service.Prepared and cooked a variety of BBQ dishes, ensuring consistency in quality and taste that met the restaurant's high standards.Handled customer orders, provided personalized service, and managed cash transactions, contributing to a seamless dining experience.Maintained inventory levels by stocking supplies and ingredients, ensuring the kitchen was always ready for service.Ensured a clean and organized work environment, adhering to food safety and sanitation guidelines.

Calgary, Alberta, Canada

Assisted the finance team in preparing and submitting Crude Cash Forecasting data and regulatory reports.Conducted data validation and reconciliation for broker and vendor accounts, ensuring accuracy in financial records.Networked extensively with senior executives and professionals, securing mentorship that contributed to long-term career development.Supported daily financial operations, including cash clearing and fund transfers, enhancing operational efficiency.

Calgary, Alberta, Canada

Supervised daily operations, including training employees, managing customer service, and ensuring food quality and safety.Handled customer complaints and resolved issues promptly, maintaining a positive customer experience.Led the team in maintaining a clean and organized restaurant environment, contributing to overall operational success.

Calgary, Alberta, Canada

Led a team of up to 20 crew members in executing landscaping projects, including sod laying, rock wall construction, and tree planting.Managed project timelines, budgets, and client expectations, ensuring high-quality delivery and customer satisfaction.Trained and supervised new team members, fostering a collaborative and efficient work environment.

Snohomish, Washington

Managed and led seasonal crews in various road maintenance tasks, including weed control, sign maintenance, and road repairs.Logged and analyzed data on road signs and paint lines, contributing to infrastructure maintenance and safety.Interacted with the public to address concerns and provide information, ensuring positive community relations.

Washington, United States

Provided exceptional customer service in the Men’s Department, upholding Nordstrom’s reputation for outstanding client care.Assisted clients with product selection, fitting, and styling, delivering a personalized shopping experience that increased customer satisfaction and loyalty.Exceeded sales targets through proactive customer engagement, product knowledge, and upselling techniques.Received commendation from a long-term client for delivering an exemplary shopping experience, resulting in positive feedback to store management.Collaborated with team members to maintain a well-organized and visually appealing sales floor, contributing to an enhanced shopping environment.

Tulalip, Washington, United States

Led a team of up to 5 employees during the store’s liquidation, overseeing customer service, sales, and inventory management.Trained new hires to ensure they were prepared for the fast-paced retail environment.Contributed to achieving sales targets during the store closure, maintaining high levels of customer satisfaction.

Marysville, Washington, United States

Trained new employees in customer service, food preparation, and store cleanliness, ensuring adherence to company standards.Provided front-line customer service, handling orders, payments, and customer inquiries at both the front counter and drive-thru.Assisted in maintaining a clean and organized work environment, contributing to overall store efficiency.

Bachelor Of Arts - Ba, Economics

Economics Course list: Intermediate Macroeconomic Theory 1 ECON 301 Intermediate Microeconomic Theory 1 ECON 303 Intermediate.

General Studies, General Studies

General studies. During my third year I left the university as I ran out of electives and needed time to decide what to major in..