Manager | Citco Fund Services Inc. – Toronto, ON Apr 2022 – Feb 2023
- Oversee the portfolio of 7 large clients and drive strategic communication to identify, understand, and communicate client’s requests to various business functions.
- Lead 1 onshore and 2 offshore teams and effectively communicate strategies, procedures, and objectives to meet project deadlines and deliverables.
- Work closely with innovation team to identify opportunities for process improvements and system development with the aim of minimizing operational risk.
- Achieved enhanced organizational efficiencies through effective financial, operational, and strategic planning.
Junior Associate Director |
MUFG Investor Services – Bedford, NS Oct 2020 – July 2021
- Maintained a high level of team productivity and motivation through an organizational acquisition and achieved a successful transition through effective training, planning, and inspiration.
- Obtained remarkable feedback from senior management and clients regarding the increased level of service quality for the portfolio of funds managed.
- Achieved a high stability for our existing clients through engaging pro-actively, professionally, and in a structured manner to resolve their queries.
- Enhanced internal control deficiencies by working closely with senior management on multiple projects that aimed at increasing client satisfaction by decreasing product delivery errors and introducing innovative solutions.
