Sonia Atmani
Adviser Relations Associate @iA Financial Group (Industrial Alliance)
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WORK HISTORY
Adviser Relations Associate @iA Financial Group (Industrial Alliance)
CA
Build and maintain relationships with new and existing Advisors and their teams while providing a high level of customer service and operational expertise - Monitor Advisor and client service issues carefully and proactively reach out to provide immediate resolution and maintain high level of client satisfaction - Assist Advisor and their teams with; account opening, depositing or transferring funds, placing orders and updating client information
EDUCATION
St. Clair College
Business Administration and Management, General
ABOUT SONIA ATMANI
Experienced Investment Consultant with a demonstrated history of working in the banking industry. Skilled in Coaching, Sales, Communication, Team Building, and Contact Centers. Strong finance professional graduated from St. Clair College.
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