Paulo Doerlitz Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Following up on client meetings and entering notes in contact management system;Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting;Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate;Processing client account documentation;Assisting in writing and processing clients’/prospects letters and proposals;Maintaining client files and information on the appropriate systems;Opening new accounts and processing new account documentation;Processing account transfer documentation and follow up to ensure receipt;Following up on outstanding documentation for restricted accounts;Ensuring all client interaction is accurately documented;Gathering deferred sales charge (DSC) information;Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation;Following up with clients on missing documentation required as per the industry regulatory requirements;Building effective working relationships across the team and with various business line and corporate function contacts;Maintaining a high level of customer service;Facilitating a culture of open and honest communication;

São Paulo E Região, Brasil

Managed financial projects related to account receivables and connected with other sectors of the companylike bills to pay, credit, credit score, billings, I.T, collection and other areas. In the last year, I managedaround 80 projects.• Worked in a multidisciplinary team to discover different industries. It is a consequence of partnerships oracquisitions of other companies where I needed to analyze the business, impacts and understand theprocess.• Created requirements documents to develop solutions based on the internal team's or externalstakeholders' needs.

São Paulo E Região, Brasil

Created training and mentorship programs to improve quality of services indicators. During 8 monthsproject achieved 50% gain and saved around $500k in unnecessary activities and frauds.• Developed network through our offices and sector of the company like sales, marketing, I.T and customerservice.• Managed projects that had a real impact on the firm's development, mainly in process unifications andimprovements.• Performed projects that focused on innovation to field services. Implemented all the processes techniciansuse Google Glass during the technical assistance. Although, it created some indicators to evaluate the timeand quality of the services.• Monitored and analyze indicators to take insights and determine improvements.• Updated and create presentations to demonstrate indicators and processes.

Developing, retaining, and expanding the business by delivering against individual and team sales goals thatsupport a positive customer experience.• Taking a proactive approach to discovering the customer needs, listening to understand what they are askingfor.• Prospecting for new customers in a region of 130 cities in the state of São Paulo.

Finnancial Planning, Investments And Securities

Bachelor Of Engineering - Be, Telecommunications Engineering

Business Administration, Management And Operations

Academic exchange program