John Gauvin
Customer Care at Sunlife Uk
Based in East Gwillimbury, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
East Gwillimbury
Industry
Insurance
Company size
2.3K
Contact information
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j•••••••@sunlife.co.uk
Phone
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Background
About John Gauvin
RELATED SKILLS & EXPERIENCE • Created and implemented firms 90 day training program • Advised and developed policy and procedures guidelines for trading desk • Managed error account for trading desk • Authorized to make investment decisions for trading desk inventory account • Assisted in streamlining trading desk of firm from non-registered to registered within industry • Guided and trained new employee-managed 6 to 12 employees for both day & afternoon shift • Executed retail order flow for equity/options/bond/mutual funds • Liaised between retail desk and institutional desk ie: block trades/option strategies/large orders • Monitored order flow for any trading opportunities • Managed all trading flow for the firm’s financial planners and executives • Successfully managed all retail trading for the firm ie: both on-line and telephone • Involved in all inquires and training aspects required by the customer service department • Executed equity/option order flow for retail desk • Enhanced retail orders for possible price improvement • Authorized to take market positions on retail order flow
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