Alisha Daredia
Client Intake Coordinator at Shulman & Partners Llp
Based in Canada
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Seniority
Staff
Department
Legal
Location
Canada
Industry
Law Practice
Company size
40
Contact information
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a•••••••@shulman.ca
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Background
About Alisha Daredia
I’m a client service and operations professional with 5+ years of experience delivering high-impact support across financial services and government. I’ve worked at organizations like the CRA and Simplii Financial (CIBC), where I’ve resolved complex client issues, managed high-volume inquiries, and led process improvements that boosted team KPIs and reduced unresolved cases. My strengths lie in navigating compliance-driven environments—handling AML/KYC, documentation, CRM systems and tax-sensitive data with accuracy and care. I bring a proactive, solutions-oriented mindset to every interaction, whether I’m guiding clients through regulations or optimizing workflows behind the scenes. Driven by detail and committed to delivering results, I thrive at the intersection of service, compliance, and operational excellence.
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