Nicholas Chamberlain Email & Phone Number

I aim to provide exemplary client service supporting our investment professionals in introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital's discretionary wealth management services. Using exceptional communication and problem-solving skills, I build and galvanize client relationships, lead the client onboarding process while establishing the foundation for a positive service experience, and respond to clients' questions using my market and product knowledge.CC&L Private Captial is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment management firms.

Calgary, Ab

As an accounting assistant, my duties primarily related to accounts payable; indexing, coding, processing, and reviewing invoices. Other responsibilities included vendor management, preparing and processing internal expenses, and creating various journal entries, preparing and running cheque runs including budgeting and accounts payable analysis. · Helped create business development presentations as well as format corporate presentation.· Redesigned internal expense template to improve efficiency and clarity for employees. · Participated in the implementation of workflow processing systems to transition from manual to electronic invoice processing.