Shilei (Freda) Chen
On-Boarding Specialist at Croft Financial Group- Claim this Profile
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Bio
Credentials
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SQL for Data Science
CourseraAug, 2021- Oct, 2024
Experience
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Croft Financial Group
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Canada
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Investment Management
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1 - 100 Employee
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On-Boarding Specialist
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Feb 2023 - Present
- Ensuring the correct client accounts are opened . - Inputting new client data accurately into the CRM system to ensure all required information is present for document fulfilment - Transferring investments from other institutions into Croft accounts - Inputting new client data accurately into the CRM system to ensure all required information is present for document fulfilment. - Provide advisors with regular updates on where clients are at in onboarding process - Trade Desk Support - Review, prepare, and send documents to NBIN/other custodians - Respond to new client and advisor partner inquiries quickly via phone, video conference and/or e-mail. - Record and update data in the portfolio management system. - Coordinate and send compliance documents. - Liaise with compliance officers, operations and portfolio administration personnel. Show less
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Customer Experience Associate
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Aug 2022 - Feb 2023
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Mathnasium - The Math Learning Center
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United States
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Education Administration Programs
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700 & Above Employee
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Math Instructor
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May 2022 - Oct 2022
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The Alley
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Canada
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Restaurants
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1 - 100 Employee
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Barista
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Dec 2019 - Apr 2021
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Education
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2018 - 2022
McMaster University
Bachelor of Science - BS, Actuarial Science
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