Shaun Patrick Smith

Background

About Shaun Patrick Smith

With over 13 years of experience in the financial services industry, I am a passionate and dedicated Client Operations Specialist at Insight, a leading provider of IT solutions and services. I have a strong background in investments and insurance, having obtained the Dealing Representative (Mutual Fund Dealer) and Insurance of Persons certifications from the Autorité des marchés financiers. My mission is to provide the best possible service to our clients, partners, and sales teams, ensuring timely and accurate order fulfillment, communication, and issue resolution. In my current role at Insight, I leverage my skills in troubleshooting, customer service, and management to handle a variety of client operations tasks, such as prioritizing and responding to client calls and emails, delivering ad hoc status updates, researching technical information for product requests, collaborating with vendors for special pricing, maintaining contract compliance, and assisting in special projects. I also keep the sales teams updated on account activities and SLA compliance, and assist clients with Insight web accounts. Through my work, I contribute to the company's vision of creating meaningful connections to help businesses run smarter.