Jean Dynamic Financial Advisor with extensive experience in customer

service. Highly organized professional establishes relationships with

Tholbert II customers. Stays calm under pressure. Motivated individual with

experience in customer service and sales. Skilled in building customer

A. relationships and understanding customer needs. Strong

communication and interpersonal skills for providing superior customer
Financial Specialist service.

Contact
Work History
Address
Montreal QC Account Management Specialist
Computershare Investor Services, Montreal, QC (Dec
Phone
2022-June 2023)
+1 514-632-8575
• Responsible for making outbound calls to locate lost
E-mail shareholders and help them understand the process
Jeanalexistt2@hotmail.com of recovering assets they may not even know exist.
• Building relationships with institutional account

Skills holders.
• Proactively performing analysis and research of
Bilingual French/English shareholder registration information to find viable
leads to locate shareholders or their beneficiaries,
relatives or heirs.
Markets research
• Providing high level assistance in the stock transfer
process by offering advice and guidance on legal
Stock trades requirements for participation and guidance on
available support resources.
Banking Procedures
Bilingual Financial Services Advisor
CIBC Bank, Montreal, QC (Oct 2021-Nov 2022)
Financial Systems/Policy
• Worked with clients to develop financial planning
strategies and solutions through evaluation of
Website Optimization finances.
• Responsible for providing solutions to meet diverse
financial needs of established and new customers
Website Creation
by offering credit and investment counselling and
promoting appropriate products and services.
Content Marketing
• Negotiate payments and payment plans.
• Assist clients in account opening & reporting
Technical Support stolen/lost cards etc.
Languages Portfolio Management (6+ Years
Experience)
English
Questrade & Interactive Brokers (2016+)
Native or Bilingual • Passionate day trader of multiple financial
instruments (stocks, bonds, options, futures) & crypto
French
currencies.
• Was considered for postions at various top banks in
Native or Bilingual
Canada for their investment division.
Spanish • Skilled in analytical thinking and adaptability.
• Research and evaluate companies via Technical
Full Professional
and Fundamental analysis to determine optimal

Creole entry and exit levels for stock and option trading.
• Technically analyze markets & researching the news
Native or Bilingual on a daily basis in order to make multiple trades
daily.
• Worked with other traders around the world to foster
a community that promotes good decision-making
and developing good habits while trading.
• Accurately recorded and maintain records of all
transactions.

Marketing & Social Media Specialist / Sales

Shopify (Aug 2020-Sept 2021)
• Generate leads and achieve acquisition goals.
• Generate relevant traffic to site primarily using
Google ads, Facebook ads and other digital
channels.
• Manage social media channels including Facebook,
Twitter, LinkedIn and other relevant social media
accounts.
• Identify the best markets/communities to rollout the
product.
• Measure all marketing metrics.
• Propose changes to optimize website's SEO
performance.

Trilingual Customer Service Specialist

CanTalk, Montreal, QC (July 2018-July 2020)
• Respond to telephone inquiries, providing quality
service to customers and associates inquiring about
the availability of products or status orders.
 • Listen attentively to caller needs to ensure a positive
customer experience.
• Excel within a service-oriented company,
demonstrating a talent for communicating
effectively with customers from diverse
backgrounds.
• Strive for quick complaint resolution commended by
supervisor for the ability to resolve problems on the
first call and avoid escalation of issues.
• Facilitate conversation by translating the correct
concepts and meanings between English to Spanish
(vice versa), English to French (vice versa), English to
Creole (vice versa) while following complexity,
clarity and style from one language to another.
• Understand protocol and terminology in the
following industries: Medical, Insurance, Finance and
Law.
• Remain calm during stress-related calls and always
be professional on calls, including service.

Education

Law, Society & Justice

Marianopolis College - Westmount, QC

Social Science
Dawson College - Montreal, QC

Certifications

Behavioral Finance - Duke University

Financial Markets - Yale University