Pawanpreet Wariach

SENIOR ACCOUNT ADMINISTRATOR at NATIONAL BANK INDEPENDENT NETWORK (2023-01 – Present)

Handle 10,000+ weekly requests such as Contributions, De-registrations, Internal Account Transfers, Fee Payments, Cancel/Corrections, Account Rebalancing, Internal Mutual Fund Reconciliation, Tax Slip Corrections, Settlements, FX, Marriage Breakdown & Pension plan transfers.
Responsible for timely completion of assigned tasks within S.L.A and follow-up to ensure any outstanding items are processed.
Answer questions regarding effective solution for new transaction considering long term goal.
Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the goal of continually improving our client's service delivery.
In-depth knowledge of Canadian market & its regulatory framework.
Collaborate with other teams to troubleshoot and resolve complex issues in timely manner.
Adhere to bank policies and facilitate safe and protected transactions.
Mentor and train new team members and work collaboratively with existing members.
Contribute to a productive and happy work environment, dedicated to the satisfaction of the client.
Resolving complex financial issues using spreadsheet software programs such as Microsoft Excel
Verify and investigate discrepancies.
Partner with cross functional teams to offer innovative banking solutions to facilitate growth.

SERVICE COORDINATOR at NATIONAL BANK INDEPENDENT NETWORK (2022-01 – 2022-12)

Act as the point of entry for process client orders and deal with client queries and troubleshooting through specialized transactional process knowledge.
Review & approve new account applications for 300+ PM firms including updating the existing accounts.
Review legal trust, offshore, limited partnership, estates and other complex accounts.
Laise with internal partners on a variety of matters including CRS/FATCA, QI, AML and other regulatory requirements.
Adhere to compliance requirement governing the maintenance of client documentation and files.

PAYMENT/CUSTOMER EXPERIENCE ASSOCIATE at MIDLAND TRANSPORT (2019-08 – 2021-12)

Processing and fulfilling transactions, performing audit & reconciliation activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
Acknowledge and resolve various customer inquiries - understanding and determining customer needs to recommend solutions specific to those needs.
Resolving discrepancies that include occasional non-routine situations in accordance with standard procedures.
Promote and cross-sell company products and services when a need or opportunity is identified.
Act as the customer liaison between departments to ensure customer satisfaction and provide best professional customer support.
Communicating with internal business partners and external customers to respond to standard and occasional non-standard and/or non-routine inquiries according to guidelines.
Keep records of customer interactions, transactions, comments, and complaints.

CUSTOMER CARE COORDINATOR at STRATEGY INSTITUTE (2016-09 – 2019-08)

Supported by entering/updating data into Customer Relationship Management database (Salesforce) and creating various summary sheets and reports for internal/ external use.
Coordinated conference registration for new attendees and maintain existing delegate lists, researching and assigning incoming leads.
Keep track of bills and customer payments by phone and/or e-mail via QuickBooks Desktop.
Assisting customers in a high volume, fast paced environment via call and email support.
Refer unresolved customer grievances to designated departments for further investigation.
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
Ensured data integrity, accuracy, and completeness by reviewing data.

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