Client Service Associate at Ameriprise Financial
@tbansalwork
I am an IFIC-certified finance professional with hands-on experience in financial advisory, client-facing sales, and statutory audit. I have a strong foundation in investments, financial analysis, and client relationship management, along with excellent communication and analytical skills. I enjoy understanding clients’ financial needs and helping them find suitable solutions. I am now looking to build my career in the Canadian financial services industry, where I can apply my knowledge and experience while continuing to learn, grow, and contribute to the organization.
Open to relocating — Anywhere in Canada
Willing to travel for work
Work authorization: Valid work permit
Ameriprise Financial
2026 - PresentPrepared 30+ foundational financial plans daily for advisors' client reviews, enabling advisors to scale client meetings. Conducted monthly reviews of 100+ client-managed accounts, monitoring for portfolio drift beyond +/-10% to maintain client suitability and risk appetite alignment. Processed client money movement requests, including ACH transfers and domestic/international wire transfers, ensuring accurate and timely execution.
Nestle Nespresso
2024 - 2025Exceeded sales targets by 15%, ranking as top performer in AOS (Average Order Size) for two consecutive quarters through client-focused and needs-based selling. Engaged 45+ customers daily in a fast-paced retail environment, delivering tailored product recommendations and promotional offers that drove upsell/cross-sell revenue and strengthened client relationships. Promoted welcome offers to new clients, driving membership sign-ups and building long-term client loyalty from the first interaction
KPMG
2022 - 2023Supported statutory audit engagements by performing substantive testing, vouching, and bank reconciliations to validate financial transactions. Reviewed client financial records with strong attention to detail, identifying discrepancies and ensuring compliance with regulatory standards and audit procedures.
Post-Graduate Diploma in Business Management
2023 - 2025Bachelor of Commerce in Accounting and Finance
2019 - 2022Canadian Securities Institute
Issued Jan 2026