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
