Wealthsimple

Premium Services - Client Experience Associate

Client Experience Associate

Affirm

Operations Associate II

BMO Financial Group

Business Banking Specialist

Meridian Credit Union

Financial Services Representative

HSM Accounting Services Inc.

Responsible for record keeping of over 500 clients, including but not limited to archiving, destruction, updating and storage, to ensure that client records are accurate and available to key stakeholders
Prepared monthly budget reports and reconciled expense reports for clients using Excel, to ensure business continuity 
Worked collaboratively with accounting staff to process bi-weekly payroll and payroll remittances using the Wintax payroll software

Accounting Assistant

Globo Shoes

Performed cashier duties including operating the cash register, collecting payments, and providing accurate change to effectively track company inventory, thus increasing team efficiency 
Provided excellent customer service by greeting customers and using subject matter expertise to help them find appropriate footwear, thus contributing to a positive store reputation

Customer Service Representative

Rocky Mountain Chocolate Factory

Facilitated onboarding of new employees by providing training, processing paperwork and answering questions, to ensure employees were well-equipped to deliver effective customer service 
Worked collaboratively with management to recommend and implement alternative merchandise display styles to enhance product visibility and maximize sales

Sales Lead

I am a Finance and Operations Associate with 3+ years of experience in the banking services and financial technology sector, having left an impactful footprint in customer service, sales, operational support, and consumer finance within Fortune 500 companies and startups. I bring a strategic customer-centric perspective driving satisfaction for all stakeholders in organizations. My entrepreneurial skills are at heart, and I am a team player recognized for outstanding performance and a growth mindset.

Taplio

Sandeep Giddha's Linkedin Analytics

Sandeep Giddha

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Taplio

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Sandeep Giddha

Want to drive more opportunities from LinkedIn?

Sandeep Giddha's Linkedin Analytics