MAXWELL BERGER

North York, Ontario | (H) 514-979-7008 | Maxwellberger@hotmail.com

Professional Summary

A high performing individual, demonstrating drive, enthusiasm and initiative, with the ability to work well
under pressure, consistently delivering quickly and accurately and able to prioritize to ensure deadlines
are met whilst maintaining a high standard of analysis and insight.
-Language(s) English- Excellent –written and verbal
French – Proficient working knowledge

Skills

Excellent in word processing, Spreadsheets, Proficient in accounting frameworks- IFRS &

Presentation and Outlook
Proficient analytical and research skills &
knowledge of financial markets
Excellent Written and oral communication skills
Highly people-oriented; Ability to be able to
respond and serve multiple clients
ASPE
Ability to report and conduct journal entries,
charts and tables
Excellent multi-tasking skills
Ability to be precise, accurate and versatile
Strong leadership skills and supportive team
member

Work History
Client Services Specialist 06/2016 to Current
Questrade Inc – North York, Ontario

Provided excellent customer services over phone, live chat and email to client investment inquiries
regarding stocks, etfs, options and trading accounts.
Respond to incoming client inquiries and a variety of client issues including: account inquiries,
transaction inquiries, and technological assistance, via phone, email and instant messaging
Recorded client case logs, customer interactions and submitted requests through Salesforce CRM,
BPS, Aspire, Genesys and internal system applications.
Monitored account information and client detail for follow-ups
De-escalating client action by providing up-most care and quality investment service
Cross selling products and adding value based on client's investment objectives
Maintained productivity levels and excelled in Quality.

Stock Processor 01/2014 to 01/2015

Reitman's Inc – Montreal, Quebec
 Coordinated inbound Products to appropriate location using RFID rail -Packaged goods and
products for different skus.
Managed inventory in Excel toward internal data base system
Received all imported goods and checked product condition and count.
Gathered, logged and monitored all shipping data.

Recreational clerk 01/2014 to 2014

Ville Cote-St-Luc – Ville Cote-St-Luc, Quebec

Providing excellent customer service: answering incoming calls and directing inquiries to
appropriate patrons as required.
Responsible for payments and dues; cash handling -Maintained property grounds in upmost fashion.
Responsible for creative design for prominent customer interaction.
Restocked inventory every month and reviewed cash operation data to verify proper
replenishment.

Shipping and/or receiving 01/2010 to 01/2012

Main Knitting Inc

Organized and helped prepare shipments -Sorted incoming inventory to their appropriate location.
Stocked, staged and transported goods.
Loaded and unloaded pieces into boxes for shipment.
Moved freight, stock and other materials to and from storage and production areas and loading
docks.

Education

Gcert: Professional Accountancy (CPA PEP) 2018

Cert: Accounting (CPA PREP) 2016
Seneca College - Toronto, ON, Canada

Bachelor of commerce : Finance 2015

Concordia University - Sir George Williams Campus - Montreal, QC, Canada

Diplôme d'études collégiales (DEC): Commerce 2015

Vanier College - Montréal, QC, Canada

Certifications

CSC® - Canadian Securities Course

CPH® - Conduct and Practice Handbook
CPA PEP in progress