Jennifer Mac Pherson

Sr. Client Service Associate @ MD Financial Management

About Jennifer Mac Pherson

Jennifer Mac Pherson is a Senior Client Service Associate at MD Financial Management in Ottawa, Ontario, with over 10 years of experience in office practices and a strong background in investment products. She holds certifications in Human Resources Management and Supply Chain Management from Algonquin College and has completed the Lean Six Sigma Yellowbelt certification.

Work at MD Financial Management

Jennifer Mac Pherson has been employed at MD Financial Management | Gestion financière MD since 2015, serving as a Senior Client Service Associate. In this role, she utilizes her extensive knowledge of investment products, including RRSPs, RRIFs, RESPs, and mutual funds, to assist clients effectively. Her responsibilities include managing client inquiries and ensuring a high level of service. Prior to her current position, she worked in Quality Management at the same organization from 2011 to 2015.

Education and Expertise

Jennifer studied at Algonquin College of Applied Arts and Technology, where she achieved a diploma in Human Resources Management from 2010 to 2011. Additionally, she completed a program in Supply Chain Management at the same institution from 2007 to 2009. She has also pursued further education at the Canadian Securities Institute, enhancing her expertise in financial products and services. Furthermore, she holds a Lean Six Sigma Yellowbelt certification, which contributes to her skills in process improvement.

Background

Jennifer Mac Pherson has over 10 years of experience in office practices, which includes managing documents, data, and records, as well as booking meetings. Before joining MD Financial Management, she worked at SMART Technologies in various roles, including Inventory Control Clerk and Production Team Lead, from 2004 to 2011. This diverse background has equipped her with strong analytical, problem-solving, and organizational skills.

Achievements

Throughout her career, Jennifer has demonstrated a proven ability to plan and prioritize work effectively to meet deadlines while managing multiple tasks. She has experience in recruitment and onboarding, showcasing her human resources management capabilities. Her work in maintaining accurate records and information within databases reflects her attention to detail and commitment to quality management.

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