Patrick Steane Email and Phone Number
Patrick Steane work email
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Patrick Steane personal email
Patrick Steane is a Manager Client Services at Provisus Wealth Management at Provisus Wealth Management. He possess expertise in mutual funds, management, team leadership, training, customer service and 6 more skills. Colleagues describe him as "Patrick is an absolute pleasure to work with! He always goes above and beyond to ensure he answers all questions and in a VERY timely manner. We really appreciate his efforts!!!"
Provisus Wealth Management
View- Website:
- provisus.ca
- Employees:
- 11
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Manager Client ServicesProvisus Wealth Management Mar 2015 - Present
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Supervisor, Quality AssuranceManulife Mar 2013 - Dec 2014Toronto, Canada Area -
Manager Client ServicesBmo Jan 2012 - Nov 2012Toronto, Canada AreaAchieved 20% increase in monthly Call Quality scores. Consistently exceeded Service Level Agreements -
Manager, Client ServicesAcuity Funds Ltd Mar 2004 - Sep 2011Oversaw the implementation of organizational policies and procedures. Acted as primary contact for “High Net Worth” investors.Improved the success rate of RESP filing efficiency to HRDC. Maintained a high level of client specific, industry and internal knowledge within the Operations team through ongoing training and staff recruitment. Extensive knowledge of Registered Products (RESP, LIF, LIRA).
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Client Service RepresentativeM.R.S Jan 2003 - Jan 2004Responsible for providing professional account and product related information via telephone and email to internal and external clients. Identified and managed client’s needs within the framework of organizational policy. Provided training and mentoring support to new employees.
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Client Service RepresentativeFranklin Templeton Investments Jan 2002 - Jan 2003Ensured all RESP related enquires are thoroughly researched and resolved same day.Worked with internal and external business units to effectively process or complete email requests.Assisted in the training of new and existing staff on issues related to RESP accounts. -
Client Service RepresentativeTrimark Investments Jan 2000 - Jan 2002Provided appropriate feedback to clients to minimize the escalation of client complaints by working proactively to resolve client concerns. Provided response to client questions through research and review of information provided. Ensured a positive customer experience by effectively providing high quality, customer service support to new and existing clients.
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Financial AdvisorAfp Wealth Management Jan 1998 - Jan 2000Strong listening and communication skills with the ability to simplify complicated financial concepts. Ability to organize, prioritize and execute a sales plan.Provided financial recommendations consist with the client’s personal risk profile.
Patrick Steane Skills
Frequently Asked Questions about Patrick Steane
What company does Patrick Steane work for?
Patrick Steane works for Provisus Wealth Management
What is Patrick Steane's role at the current company?
Patrick Steane's current role is Manager Client Services at Provisus Wealth Management.
What is Patrick Steane's email address?
Patrick Steane's email address is ps****@****isus.ca
What skills is Patrick Steane known for?
Patrick Steane has skills like Mutual Funds, Management, Team Leadership, Training, Customer Service, Sales, Customer Experience, Banking, Recruiting, Quality Assurance, People.
Who are Patrick Steane's colleagues?
Patrick Steane's colleagues are Christine Mcinnes, Elaine Thom, Keaton Ambridge, Hemal Vyas, Cfa.
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