IHibelemam hart
@ibelemamhart
Driven client relations representative with a passion for problem-solving.
CanadaWhat I'm looking for
As a driven and detail-oriented individual, I have accumulated multiple years of experience in technical support, client management, and field analysis. My adaptive and agile approach to problem resolution allows me to effectively analyze and identify areas for improvement. I am self-motivated and possess a range of applicable skills, including extensive financial knowledge, troubleshooting, and effective collaboration with stakeholders.
In my current role as a Senior Client Relations Representative at IG Wealth Management, I leverage my extensive knowledge of registered accounts to provide precise clarifications to consultant and client inquiries. I efficiently handle escalations and facilitate mentorship for newly trained colleagues, ensuring a smooth onboarding process. My previous experience as a Junior Field Analyst at Baelio Technologies Inc. allowed me to collaborate with cross-functional teams to enhance account reconciliation processes, resulting in significant improvements in efficiency and customer satisfaction.
Experience
Work history, roles, and key accomplishments
Senior Client Relations Representative
IG Wealth Management
Apr 2022 - Present (3 years 3 months)
Applied extensive knowledge of registered accounts (RRSPs, RDSPs, RESPs, and TFSAs) to provide precise clarification to consultant and client inquiries. Utilized Salesforce CRM to review transactions, investigate, and resolve automated application errors, while also facilitating mentorship for newly trained colleagues.
Junior Field Analyst
Baelio Tecnologies Inc.
Feb 2021 - Dec 2022 (1 year 10 months)
Collaborated with project and cross-functional teams to identify technical requirements and isolate areas for improvement in account reconciliation, leading to a 5% reduction in reconciliation time. Investigated end-user transaction errors and relayed business requirements to the technical team, resulting in a 10% decrease in errors and a 20% increase in customer satisfaction.
Technical Support
24/7 Intouch
May 2018 - Dec 2020 (2 years 7 months)
Analyzed hardware and software issues using troubleshooting procedures to isolate application errors and recommend appropriate solutions. Maintained documentation of application and software errors using Zendesk, escalated tickets, and organized repair solutions for clients.
Education
Degrees, certifications, and relevant coursework
UMUniversity of Manitoba
Bachelor of Science, Science
Studied at the University of Manitoba, completing a Bachelor of Science degree. Gained foundational knowledge in scientific principles and methodologies.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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