Stephanie M.
About Stephanie M.
Stephanie M. is a Client Service Representative and Data Administrator at MD Financial Management in Ottawa, Canada, where she has worked since 2015. She specializes in client data management and serves as a Subject Matter Expert for Address Change cases, leveraging her extensive experience in various financial systems.
Work at MD Financial Management
Stephanie M. has been employed at MD Financial Management | Gestion financière MD since 2015, serving as a Client Service Representative & Data Administrator. In this role, she has developed expertise in managing client data and ensuring its accuracy. She also collaborates with various departments to proactively resolve issues, which enhances the overall client experience. Prior to her current position, she worked as a Member Support Specialist at the same organization for one year, from 2014 to 2015.
Education and Expertise
Stephanie M. studied at Algonquin College of Applied Arts and Technology, where she focused on Criminal Justice/Safety Studies. She completed her studies in Community and Justice Services from 2009 to 2011. Her educational background supports her role in client service, particularly in data management and procedural development.
Background
Before joining MD Financial Management, Stephanie M. gained experience as a Client Service Representative at RBC for seven months in 2014. She also worked as a Sales Associate at West 49 from 2007 to 2009. This diverse work history has contributed to her strong client service skills and understanding of various operational systems.
Achievements in Data Management
As a Subject Matter Expert for Address Change cases, Stephanie M. ensures accuracy and efficiency in client data management. She utilizes Advanced Finds daily to identify and rectify discrepancies or missing fields in client data within MX360. Her role also involves creating and updating procedures for all tasks and responsibilities, which ensures consistency and clarity in operations.
Technical Proficiency
Stephanie M. has extensive experience working with multiple systems, including MX360, R-Broker, R-Funds, SPM, and MD1. She understands the interrelationships between these systems, which enhances her ability to manage client data effectively and support operational processes.