Seniority
Staff
Department
Customer/Client Service
Location
Calgary
Industry
Banking
Company size
47K
Contact information
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l•••••••@••••••.com
Phone
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Background
About Liza Goyal
With over 2 years of experience in banking, customer service, and the financial industry, I am passionate about helping clients achieve their financial goals through proactive engagement, personalized advice, and innovative digital banking solutions. Holding the Investment Funds in Canada certification, I am well-equipped to support banking and investment services. Currently seeking an opportunity in Canada to leverage my expertise and skills in delivering the best investment solutions to clients-Certified in Investment Funds in Canada by CSI -Over 3 years of comprehensive experience in administration within financial services, fund administration, operations, and banking -Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint)-Graduate of Bow Valley College with a major in Business Management -Excellent communication and interpersonal skills, with the ability to engage professionally with clients
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