Claire Roulston
About Claire Roulston
Claire Roulston is a Client Service Associate at Md Financial Management in Ottawa, Ontario, where she has worked since 2019. She has a background in customer service and finance, having held various positions at Scotiabank and Shoppers Drug Mart.
Work at MD Financial Management
Claire Roulston has been employed as a Client Service Associate at MD Financial Management since 2019. In this role, she has contributed to client relations and service delivery in Ottawa, Ontario. Her responsibilities include assisting clients with their financial needs and ensuring a high level of customer satisfaction.
Previous Experience at Scotiabank
Before joining MD Financial Management, Claire Roulston worked at Scotiabank in various capacities. She served as a Customer Service Representative from 2016 to 2018, where she engaged with clients and addressed their banking inquiries. Additionally, she held the position of Senior Accounting Clerk for a brief period in 2015, focusing on accounting tasks.
Education and Expertise
Claire Roulston studied at the University of Guelph, where she earned a Bachelor's degree in Economics, Management, and Finance from 2014 to 2018. Prior to that, she completed her secondary education at Stratford Central Secondary School from 2009 to 2013. Her educational background provides her with a solid foundation in financial principles and client service.
Background in Retail Management
Before her career in finance, Claire Roulston worked at Shoppers Drug Mart as a Supervisor from 2009 to 2015. In this role, she managed store operations and staff, gaining valuable experience in customer service and team leadership.