Kirtan Thakkar

Kirtan Thakkar

Account Transfers, Administrator @ Questrade Financial Group

About

I have a postgraduate degree in marketing from George Brown College and a bachelor's degree in economics from The Maharaja Sayajirao University of Baroda. I am currently working as an administrator in the account transfers department at Questrade Financial Group, one of the largest brokerage companies in Canada. My core competencies include communication, interpersonal, and organization skills, which I apply to deliver outstanding customer service and support. In my current role, I handle moderately to highly complex transactions related to financial products and services, ensuring complete and correct solutions for clients. I also work with other teams to facilitate the account transfer process and resolve any issues or queries. I am passionate about providing a positive and professional customer experience, following the values of empathy, ownership, and appreciation. I enjoy working in a fast-paced and dynamic environment, where I can learn from my colleagues and contribute to the company's growth and success.

Country

Canada

City

Toronto

Industry

Financial Services

Skill

Client Requirements, Communications Planning, Organization Skills, Interpersonal Skills, Client Relations, Critical Thinking, Time Management, Customer Service, Team Building, Management, Communication, Marketing, Microsoft Office, Enterprise Marketing, Leadership, Team Leadership, Public Relations, Brand Management, Marketing Communications Planning, Creativity Skills

Experience

Questrade Financial Group

Account Transfers, Administrator

Questrade Financial Group

LinkedIn
2023-8 - 2025-10 · 2 yrs 3 mos

Toronto, Ontario, Canada

Questrade Financial Group

Customer Service Specialist

Questrade Financial Group

LinkedIn
2022-1 - 2023-8 · 1 yr 8 mos

Toronto, Ontario, Canada

-Understanding client demands, following empathy, ownership, appreciation and making an interpretation of questions to qualified delivery of solutions. -Delivering outstanding qualitative support, cultured, engaging and professional, precise, and proficient administrations to clients at Questrade which is one the biggest brokerage companies in Canada. -Convey remarkable inbound and outbound guidance and sales support to moderately to highly complex transactions related to financial products and services with an aim to provide complete and correct solutions. -Making sure client goes with a happy face!

Pizza Nova

Customer Service Representative

Pizza Nova

LinkedIn
2020-5 - 2022-1 · 1 yr 9 mos

Canada

Education

George Brown Polytechnic

George Brown Polytechnic

LinkedIn

Marketing in financial services

2021 - 2022 · 1 yr
Seneca Polytechnic

Seneca Polytechnic

LinkedIn

Marketing/Marketing Management, General

2020 - 2021 · 1 yr
The Maharaja Sayajirao University of Baroda

The Maharaja Sayajirao University of Baroda

LinkedIn

Economics

2016 - 2019 · 3 yrs

Kirtan Thakkar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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