Snehal Patel

Lead Product Support Analyst @Rbc Investor Services

Toronto, ON, CA

Managed and supported investor services operations, ensuring efficient processing and compliance with regulatory requirements.• Handled corporate high-value clients, providing tailored support and ensuring seamless investor services.• Attended weekly client and internal stakeholder meetings to discuss account administration, operational challenges, and service improvements.• Generated reports and conducted data analysis using SQL, Excel (Advanced), and Power BI to provide insights into account activities and operational performance.• Automated reporting processes with Python(Pandas, NumPy), improving efficiency and reducing manual workload.• Oversaw account administration, including securities account openings, maintenance, and closures for institutional clients.• Utilized SQL and data visualization tools like Tableau and Power BI to track key performance indicators and enhance decision-making.• Coordinated with sub-custodians, internal teams, and external stakeholders to resolve account-related queries and operational challenges.• Conducted due diligence on market requirements and sub-custodian service levels to enhance account management processes.• Improved workflow efficiency using Microsoft Power Automate and SharePoint for seamless collaboration and document management.• Provided guidance and mentorship to junior team members, fostering knowledge-sharing and professional development.• Ensured adherence to internal policies and industry regulations while maintaining high service standards.

Parul University

High School Diploma

McMaster University

Accounting (CPA PREP)

Dharmsinh Desai University

Bachelor of Technology - BTech

National Institute of Securities Markets (NISM)

MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION