Silvia Gomes
Client Services Associate @TD
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WORK HISTORY
Client Services Associate @TD
Toronto, ON, CA
Efficiently manage client onboarding including communication with the client, prepare account documents, send welcome packing, file documents and initiate transfer-ins, have successfully onboarded over 250 high net worth new accounts in 2023- Improved service experience for all clientele and high-level client service including but not limited to process client requests withdrawals, RESP, RSP, TFSA contributions, transfers in/out, cheque deposits, and purchase/ redemptions of OM products- Exceptional organization skill has remediating and making accounts adhere to compliance requirements for existing account documentation and updating account information (KYC, IPS, etc)- Provide effectively support 2 Portfolio Managers (PM) across a diverse suite of products and applications including Advisor Services, Financial Planning, Private Banking, Insurance, etc- Streamlined processes and resulted in minimal errors and enhancements on filling ON purchases and redemption documents and placing efficiently hedge fund trades.
EDUCATION
Universidade Presbiteriana Mackenzie
B.Sc. Degree in Business Administration, Business Administration and Management, General
FGV - Fundação Getulio Vargas
MBA em Marketing, Marketing
Centro Universitário da FEI
M.Sc. Degree in Business Administration, Administração
SKILLS
ABOUT SILVIA GOMES
Highly motivated client experience associate, trustworthy, hands-on, creative problem…
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