Kai Luthra

Experience

• 

  McDonald's

  Aug 2015 - Jun 2016

  Service Employee

  • Worked individually within a team to produce food related outcomes.• Enforced staff performance and service standards to deliver consistent and positive customer experiences.• Followed WHMIS and hygiene-related producers to work efficiently.• Updated displays, cases, and other customer-facing areas to increase sales of special items.• Maximized food quality by closely monitoring shipments, preparation, and food handling by team members.• Monitored inventory and promptly reported food items requiring reorder. Show less

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  The Brick

  Aug 2017 - Dec 2020

  Customer Service Representative

  • Reviewed files, records, and other obtained documents to respond to customer requests.• Assisted customers in making payments on accounts and setting up payment plans.• Informed customers about billing procedures, processed payments and provided payment option setup assistance.• Conducted CRM tasks to maintain quality assurance satisfaction levels.• Upheld strict quality control policies and procedures during customer interactions.• Managed high-volume of inbound and outbound customer calls.• Educated customers on special pricing opportunities and company offerings.• Educated clients on how to navigate company systems and work within established frameworks to obtain desired services.• Assessed customer needs and upsold products and services to maximize sales. Show less

• 

  Mind by DesignTM

  Sept 2021 - Dec 2021

  Project Management Intern

  • Evaluate current services and outline areas for improvement, ensure meeting clinic standards, improve efficiency, lower costs;• Product launch - plan the launch of new programs and manage the cross functional implementation of the plan; responsible for overseeing production and ensuring the quality and timeliness of project deliverable;• Responsible for the identification of project risks and the development and implementation of the mitigations for these risks;• Establish standard core project plans, documents, templates and project timelines across multiple functional departments; track and organize initiatives, assign timelines and meet deadlines;• Ensure the smooth operation of year-round groups, workshops and webinars;• Assist with event coordination and planning; attend clinic's events and interface with key media, stakeholders, and influencers;• Nurture current strategic partnerships and implement plans to establish new strategic partnerships (e.g. law firms, insurance companies, assessment centers, rehabilitation clinics, pain clinics, etc.);• Responsible for effective communication among project teams and with functional management. Show less

• 

  CIBC

  Aug 2022 - now

  • Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals.• Assist clients to determine their expenses, income, insurance coverage, financial objectives, and risk tolerance to develop a financial plan.• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.• Reviewing clients accounts and plans on a regular basis to ensure financial goals are being met in regards to economic or life changes.• Managing and educating a portfolio of clients to ensure they understand how their money is being managed while meeting their financial goals.• Provide guidance regarding registered and non-registered investments, mortgages, secured and unsecured loans, etc.• MFDA Licensed. Show less

  • Sr. Analyst, Production Application Support

    Nov 2024 - now

  • Associate Financial Advisor

    Aug 2022 - Nov 2024