National Bank Financial
Client Service Specialist
November 2011 — Present
Travelled to China in 2011 and 2013 for the Asian Financial Forum in Hong Kong. Collaborating in International Business practices and exploring new Wealth Management opportunities, focusing on new asset growth. My knowledge base derived from key courses such as: Strategic Management, International Business Management, Organizational Consulting and New Enterprise Development.
Very familiar with the documentation and follow up actions required for opening new client accounts and client retention. Proactive approach to completion of a high volume of EFTs, Stock cert deposits, account documentation openings/updates & transfers Corporate/Estates/Trusts/International).
Brand Awareness and Marketing
Work with Compliance officer and Graphic designer on all marketing material and branding for the advisory team. Extensive experience arranging seminar speakers and organizing events start to finish. Knowledge of marketing platforms (Hearsay Social, Konversation).