Patrick Steane Email & Phone Number

Toronto, Canada Area

Toronto, Canada Area

Achieved 20% increase in monthly Call Quality scores. Consistently exceeded Service Level Agreements

Oversaw 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).

Responsible 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.

Ensured 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.

Provided 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.

Strong 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.