Customer Service Specialist|Finance Professional
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A focused and ambitious analytical thinker who is passionate about building further technical and conceptual skills in a part-time role. Solid team player with strong communication and interpersonal skills. Dedication to providing a high level of customer service to build strong relationships with clients. A capable and fast learner with a natural ability to embrace new concepts. Strong work ethic under pressure to meet deadlines. Relevant background in sales and communication in detail-based environments. A reliable and personable worker with an educational background in Finance and Economics. Education in financial operations and GAAP/IFRS/ASPE reporting procedures. Experience developing trade concepts and strategies that actively respond to our dramatically changing economic environment. Nine years of trade expertise in various investment instruments including CFDs, foreign exchange, equities, derivatives, commodities, leveraged instruments, and blockchain products/validation methods. Knowledge of developing information encryption and end-user security protocols.
At a sales associate at Sherwin Williams, the main responsibilities include assisting customers with product questions and facilitating upselling to promote customer loyalty and repeat business. The role also requires demonstrating leadership, analytical skills, and negotiation skills while working with large customer accounts. Sales calls are conducted to offer new products or marketing-related offers, and payments on accounts receivables are processed. The associate successfully handled high volumes of customer inquiries within tight deadlines and consistently reached sales targets over a three-year period. Having experience in service, the primary focus is on customer service. Having the ability to initiate conversations with customers and have the ability to juggle multiple tasks while working well under pressure. Engaging communication skills are also essential for promoting featured products and ensuring customers have a memorable experience.
Currently enrolled at the University of Alberta pursuing a major in Finance with a minor in Economics, specialized in financial trading and commodity analytics with a wide expertise in various economic fields such as asset pricing, trade dynamics, public expenditure policies, vertical markets, and tokenomics. Planning to pursue a CFA designation and has extensive knowledge of financial statement analysis, tax requirements including IFRS, GAAP, ASPE, and in-depth data science skills. They completed various projects and studies such as a valuation project on Buhler Industries, an experimental game to study gift exchange treatment in the presence of a wage/labor tradeoff, and an understanding of the Canadian and global energy landscape.