Shree User
@shreeuser7
I resolve customer issues efficiently, improve onboarding, and deliver empathetic support across fintech and SaaS products.
CanadaWhat I'm looking for
I've supported customers at Smallcase, a fast-growing fintech startup in India, resolving concerns with empathy and efficiency across inbound email and chat channels.
I maintained an 85% CSAT rate in 2022 and an NPS of +60 while managing customer service and administrative tasks using Zendesk, Zapier, Notion, and Slack.
At Paytm Finance, I completed end-to-end KYC checks, verified identification documents, and guided clients through application requirements and product features during onboarding.
I've also produced fee-only financial plans for international clients, covering cash flow, retirement, risk, tax, and estate planning while identifying tax-saving opportunities.
Experience
Work history, roles, and key accomplishments
Financial Planner
Independent Contractor
May 2023 - Jun 2024 (1 year 1 month)
Produced comprehensive financial plans as a fee-only contractor, covering cash-flow, retirement, risk, tax, and estate modules. Focused on tax planning and worked with international clients.
Customer Support Associate
Smallcase
Jun 2021 - Apr 2022 (10 months)
Ensured superior customer experience by addressing concerns and resolving issues efficiently. Managed customer service and administrative tasks, maintaining an 85% CSAT rate and NPS of +60.
Customer Support and Client Onboarding Associate
Paytm Finance
Mar 2019 - May 2021 (2 years 2 months)
Verified customer identification documents and completed end-to-end KYC checks, ensuring accuracy and regulatory compliance. Onboarded clients by guiding them through application requirements and explaining product features.
Education
Degrees, certifications, and relevant coursework
George Brown College
Post Graduation Diploma, Financial Planning
2022 - 2023
Grade: 3.77 GPA
Post Graduation diploma in Financial Planning with a focus on advanced financial planning, insurance, income tax, and Canadian investments.
Annamalai University
Post Graduation Diploma, Banking and Insurance
2019 - 2020
Post Graduation diploma in Banking and Insurance covering banking law and practice, contemporary banking, and compliance.
Dr. CV Raman University
Bachelor of Commerce, Commerce
2015 - 2018
Bachelor of Commerce degree from Dr. CV Raman University.
Availability
Location
CanadaAuthorized to work in
Salary expectations
Social media
Job categories
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