Rachelle Hingley
Senior Associate, Client Service - Institutional Markets at Fiera Capital- Claim this Profile
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English Professional working proficiency
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French Native or bilingual proficiency
Topline Score
Bio
Credentials
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Stepping Up Your Webcam Video Presence
LinkedInMay, 2022- Nov, 2024
Experience
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Fiera Capital
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Canada
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Financial Services
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400 - 500 Employee
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Senior Associate, Client Service - Institutional Markets
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May 2022 - Present
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Embark Student Corp.
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Canada
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Financial Services
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200 - 300 Employee
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Manager, Product and Innovation
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Sep 2018 - Nov 2020
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Heritage Plans
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Canada
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Financial Services
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1 - 100 Employee
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Jun 2018 - Nov 2020
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Jan 2014 - Nov 2020
• Support company’s strategic initiatives by leading projects aimed at implementation and execution of key strategic projects that may affect multiple business units within organization. • Oversee ongoing management of all products offered by Heritage, along with all product related materials.• Lead and/or participate in the execution of all projects relating to regulatory mailings, product initiatives and others, and ensure that they are delivered on time and on budget;• Ensure that product related documents, processes and procedures are in line with all regulatory requirements from Canada Revenue Agency, Employment and Social Development Canada and Ontario Securities Commission. Show less
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Apr 2012 - Dec 2013
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Heritage Plans
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Canada
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Financial Services
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1 - 100 Employee
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Jun 2010 - Sep 2011
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Feb 2008 - May 2010
Lead and managed workflows for 2 teams (Agency Services and Customer Service Support) Inbound Call Centre approx. 90-110 calls a day PLUS outbound SalesSupport requests (emails) Performed quality checks on a monthly basis Reported stats, trends to VP of Client Services and Operations Assisted with escalated issues from the Dealing Representatives
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Heritage Plans
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Canada
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Financial Services
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1 - 100 Employee
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Customer Service and Operations
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Oct 2000 - Feb 2007
Positions held during this time frame: Receptionist (3 months), CESG Administrator (3 months), Group Plans and Insurance Administrator (approximately 2 years), Customer Service Representative (approximately 2 years), Supervisor, Customer Service (July 2005 to February 2007). As the Supervisor in Customer Service, I performed the following tasks: Lead and managed workflows for a team of 10 CSRs and 1 support representative Supervised additional sales and recruiting incentives Lead coaching and training sessions with all CSRs Helped develop and maintain Customer Service Standards Reported stats, trends and recommendations to previous Manager, Customer Service. Assisted with escalated issues from clients and/or the field Show less
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Education
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Durham College
Administration, Sports Administration