Marjorie Shitalou

Bilingual professional with over 9 years of experience in the banking, financial, and customer service sectors. Recognized for the quality of my client support, my thoroughness in processing financial operations, and my ability to identify needs in order to propose tailored solutions. Comfortable with digital tools, transaction management, and building relationships of trust.

Wealth Management Associate - Financière Banque Nationale - Montréal

(2021-01 - 2024-12)

• Organize and coordinate administrative priorities and daily operational support for advisors and clients
• Draft, open, and update client files and contractual documents in digital systems
• Perform compliance checks and ensure data quality
• Manage and prioritize a high volume of client requests by phone and email while ensuring a professional and efficient service experience
• Analyze issues related to client files and coordinate appropriate follow-ups with internal teams
• Serve as a liaison between clients, advisors, and operational teams
• Participate in resolving complex situations requiring analysis and judgment

Technical Advisor - Financière Banque Nationale - Montréal

(2018-01 - 2021-12)

• Provide cross-functional operational support to investment teams
• Use Salesforce and various internal file management systems on a daily basis
• Analyze files to ensure regulatory compliance and data quality
• Identify discrepancies, produce inconsistency reports, and carry out required follow-ups
• Resolve administrative and operational issues in accordance with established procedures
• Train and support new employees on internal processes and tools
• Participate in the continuous improvement of administrative and operational practices

Client Account Manager - Santeffi - Champagne au Mont d'or (France)

(2016-01 - 2017-12)

• Manage client files comprehensively and coordinate follow-ups
• Handle exchanges between various stakeholders and maintain effective communication
• Supervise task allocation within the team
• Ensure the training and onboarding of new employees
• Update internal procedures and draft administrative reports
• Identify client needs and propose tailored solutions

Sales Representative - Dior | Prada | Valentino | Association des parents d'enfants inadaptés - Lyon (France)

(2014-01 - 2016-12)

• Manage and update files for existing clients and prospects
• Create and sustain professional relationships with clients
• Identify client needs and offer them suitable products
• Target and identify new clients

BTS - Cosmetic Aesthetics (commerce and management) - École Peyrefitte (2013-01 - 2013-12)

BAC - Business Accounting and Finance - Lycée Jacques Brel (2010-01 - 2010-12)