Verified recordFinancial Services

Janvi Panchani

Support Specialist at Sun Life Global Investments

Based in Toronto, Canada

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Seniority

Staff

Department

Customer/Client Service

Location

Toronto

Industry

Financial Services

Company size

250

Contact information

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Email

1 credit

j•••••••@sunlifeglobalinvestments.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Janvi Panchani

Detail-oriented Support Specialist with experience in mutual fund operations, client service, and operational support. I specialize in ensuring smooth daily processes, troubleshooting issues, and collaborating with internal teams to enhance efficiency and accuracy in trade processing, reconciliations, and account maintenance. With a strong understanding of financial operations, I proactively identify areas for improvement and assist in resolving operational challenges. My goal is to provide reliable support that enhances workflow efficiency while maintaining compliance with industry regulations.

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Janvi Panchani Email & Phone Number @ Sun Life Global Investments | Kipplo Discover