Verified recordFinancial Services

Paul McLean

Client Integration Lead at Fidelity Canada

Based in Hamilton, Canada

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Seniority

Manager

Department

Sales & Business Development

Location

Hamilton

Industry

Financial Services

Company size

1.9K

Contact information

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Email

1 credit

p•••••••@fidelity.ca

Phone

5 credits

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Background

About Paul McLean

An issue management-focused Project Leader, accustomed to collaborating with a wide assortment of departments to manage issue remediation, strategize business goals, deadlines, schedules, and required resources for effective issue resolution. An innovative Quality Development Specialist, whose focus was on departmental advancement and training modernization for effective on-boarding and future coaching. A highly successful Customer Service Specialist with focused training in financial services; providing accurate and valued information to customers. Extremely organized and skilled at prioritizing and managing tasks in a fast-paced environment. Experienced as a Junior Project Manager, coordinating large Canada-wide installations, focusing on maintaining and exceeding industry standards with comprehensive appraisals. KEY ACHIEVEMENTS • Designed a root cause and postmortem issue review to create a documented reference index for issue resolution and preventative measures in the event of any similar issue occurrences • Planned and lead a variety of departmental updates and was the major contact for a new hire rubric while working with the Human Resources Department • Exceeded 90% Call Quality requirements providing excellent service and maintaining customer focus and communication that CI Investments is known for • Coordinated the installations in over 2100 Tim Hortons locations across Canada, establishing a reputation among the owners and managing representatives SOFT SKILLS • STAFF LEADERSHIP AND DEVELOPMENT • DELEGATION OF TEAM TASKS • ORGANIZATIONAL DESIGN • PUBLIC SPEAKING • CREATIVE PROBLEM SOLVING • CONFLICT RESOLUTION • SKILLED TEAM PLAYER • PROJECT PLANNING • CUSTOMER RELATION EXPERIENCE • PROFESSIONAL COMMUNICATION • EFFECTIVE MULTI-TASKING

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