Shivangi B.
Insurance Case Coordinator at Manulife Wealth
Based in Kitchener, Canada
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Seniority
Staff
Department
Operations
Location
Kitchener
Industry
Financial Services
Company size
1.4K
Contact information
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s•••••••@manulifesecurities.ca
Phone
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Background
About Shivangi B.
IFIC-certified professional with 3+ years of experience in customer-focused and technical roles, excelling in solving complex challenges, managing client relationships, and achieving measurable results. With expertise in financial analysis, compliance, and technical problem-solving, I bring a unique ability to translate customer needs into actionable solutions.Currently building on my recent IFIC certification in Investment Funds, I am excited to transition into financial advisory or client-centric roles within the financial services sector. My goal is to help individuals and organizations achieve financial confidence through tailored, trust-driven strategies.
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