Sidney Mendonca Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Resolving issues and executing client transactions promptly and accurately, escalating issues to Advisor when appropriate.
• Building effective working relationships across the team and with various business lines and business partners across the bank.
• Issuing instructions for client withdrawals, payments and contributions according to client or Advisor instructions.
• Remaining up-to-date with all regulatory rules and trading activities as it relates to client accounts.

Toronto, Canada

• Coordinate with branch manager and compliance teams to seamlessly onboard clients and rectify application deficiencies and compliance gaps
• Accurately process large international wires and daily responsibilities including monitoring transaction reports and resolving alerts from management
• Manage Saleforce for pre-trade disclosure notes, maintaining client contact information and meeting details
• Investigate and resolve account related queries based on money movement, mismatch of portfolio mandate, missing trade disclosures
• Focus on a positive client interaction by anticipating needs and facilitating execution of requests
• Create monthly, quarterly and annual portfolio performance reports

Toronto, Ontario, Canada

• Maintain high level of care and detail in responding to client inquiries via email, online chats and phone regarding their accounts, navigating the website and other concerns
• Liaise with various departments to ensure satisfactory resolution to client issues and escalate where necessary

Toronto, Canada Area

• Proactively identified sales opportunities and new business through client interactions and recommended current marketing promotions to assist with Scotia iTRADE's growth mandate
• Facilitating a culture of communication, participation, and collaboration by being an actively positive member of your team

Toronto, Canada Area

• Resolved customer concerns efficiently by asking probing questions and perform troubleshooting procedures to identify issues experienced by clients and reported unresolved issues to management, as necessary
• De-escalated customer complaints successfully and escalate unresolved concerns as required
• Proactively follow up with customers experiencing intermittent technical issues or require general education and assistance with using Bell’s services

Toronto, Canada Area

Interact with event attendees to convey the clients brand message and introduce the product

Toronto, Canada Area

Conduct And Practice Handbook, Investments And Securities

Canadian Securities Course, Investments And Securities

Business Administration - Marketing Management Specialization, Marketing Management

Business - Marketing, Marketing

High School