Identify RBC investment team needs and provide advice and guidance to serve RBC clients
Assist RBC investment team with interpretation of policies and procedures
Participate in activities required to establish new business processes, and facilitate the application of new technologies to existing business processes
Take ownership of client problems at first point of contact by applying appropriate RBC processes, policies and procedures and escalates concerns to appropriate partners
Maximize the use of technology available, maintain data integrity, document all relevant client service interactions in corporate memory and enable continuity of client service and future opportunity spotting by documenting details of client interactions in most appropriate system CART, Sales Platform, CIS. Royal Funds Transfers, Iris, On Demand
Client Advisor
Royal Bank of Canada
01.2021 - 07.2022
Introduce clients to the capabilities of in-branch partners, scheduling appointments and fulfilling client needs as appropriate
Identify client problems that require escalation and appropriately refer the complex situations to partners/specialists, while maintaining accountability for client service delivery
Encourage clients to form a digitally based relationship with RBC
Cash custodian, responsible for cash management and balancing throughout the day
Supervision, training and mentoring of staff to optimize the quality of delivery to clients.
Executive Assistant to Head of Investments
Qatar First Bank
01.2010 - 06.2016
Arrange all the logistics related to the Head and investment team business trips
Manage calendars & arrange meetings
Negotiate corporate rates with hotels in Europe & Middle East.
Education
Diploma - Business Administration, Marketing & HR Specialist
Trios College Toronto
Bachelor of English Literature - undefined
University of Aleppo
Skills
Consultative Selling
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Timeline
Operations Enablement Officer- Investment
Royal Bank Of Canada
07.2022 - 10.2023
Client Advisor
Royal Bank of Canada
01.2021 - 07.2022
Executive Assistant to Head of Investments
Qatar First Bank
01.2010 - 06.2016
Diploma - Business Administration, Marketing & HR Specialist
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank