Helen Takow User
@helentakowuser
Experienced customer service professional with strong analytical skills.
CanadaWhat I'm looking for
I am a dedicated customer service professional with extensive experience in managing customer relations and resolving disputes. My career has been marked by my ability to analyze complex data and provide effective solutions that meet customer needs. At the Canada Revenue Agency, I successfully resolved income tax disputes, ensuring compliance with tax laws while maintaining a high level of customer satisfaction.
Throughout my career, I have developed strong technical skills, particularly in KYC compliance and customer support. My role at Morgan Stanley involved collaborating with compliance departments to implement KYC procedures and conducting audits to identify potential compliance breaches. I pride myself on my ability to communicate effectively with clients, providing them with the necessary support and guidance to navigate complex financial processes.
With a strong educational background in Banking and Finance, I am committed to continuous learning and professional development. I am eager to leverage my skills in a challenging new role that allows me to contribute to a dynamic team while furthering my career in customer service management.
Experience
Work history, roles, and key accomplishments
Appeals Officer
Canada Revenue Agency
May 2023 - Mar 2025 (1 year 10 months)
Resolved income tax and benefit-related disputes for individual taxpayers, analyzing assessments and reviewing taxpayer accounts. Reviewed the Income Tax Act and provincial legislations to determine taxpayer eligibility and communicated decisions to taxpayers.
Taxpayer Services Agent
Canada Revenue Agency
Oct 2021 - May 2023 (1 year 7 months)
Responded to taxpayer inquiries via online chat regarding income tax returns and provided technical support for CRA online services. Updated account information, assisted with benefit inquiries, and processed accounting transactions.
MMKYC and Service Support Officer
Morgan Stanley Wealth Management
Dec 2018 - Oct 2021 (2 years 10 months)
Implemented and monitored customer identification to ensure compliance with regulatory standards and internal policies. Evaluated customer risk profiles, collaborated with compliance departments, and performed regular audits on customer profiles.
USTechnical Support Representative
United Bank for Africa (UBA) Cameroon S.A.
Jul 2014 - Jul 2016 (2 years)
Responded to customers experiencing difficulties with e-products and provided online assistance for registration and activation of online profiles. Assisted in testing new products and services, and managed debit card activations and blockings.
USCustomer Service Representative
United Bank for Africa (UBA) Cameroon S.A.
Dec 2008 - Jul 2014 (5 years 7 months)
Performed data control and KYC review to ensure compliance with regulatory standards before account opening. Coordinated with KYC teams to complete approval processes for client on-boarding and managed account-related requests.
Education
Degrees, certifications, and relevant coursework
CCCambridge International College
International Higher Graduate Diploma, Banking and Finance
2006 - 2006
Completed an International Higher Graduate Diploma in Banking and Finance. The program focused on key principles and practices within the financial sector.
Presbyterian High School Kumba
General Certificate of Education, General Studies
2002 - 2002
Obtained General Certificate of Education at both Advanced and Ordinary Levels. This foundational education provided a broad academic background.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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