Building client relationships that deliver results

CFA Candidate • CIFC Licensed • Client Success Specialist with 4+ years driving growth through strategic relationship management

25%
Above Target
96%
Satisfaction
4+
Years
CFA Candidate CIFC Licensed
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MATIN SAIYED

Financial Professional

MATIN SAIYED

Financial Professional

Career Journey

Professional Experience

Client Success Associate

Golden Quasar Inc • Mississauga

2024 — Present
+25%
Above Target
96%
Satisfaction
  • Exceed sales targets by 25%
  • 96% client satisfaction score
  • End-to-end client onboarding

Operations Consultant

Prometric / Yukon • Toronto

2023 — 2024
68→94%
CSAT Growth
15+
Coached
  • Satisfaction 68% to 94%
  • Capacity 30% → 80%
  • Regional Best Centre award

Volunteer Team Lead

Collision / Web Summit • Toronto

2022 — 2023
20+
Team Size
35K+
Attendees
  • Led 20-person teams
  • Logistics for 35K+ attendees
  • Exceptional experience delivery

Financial Research Intern

Investor Quotient IQ • Toronto

2021
Excel
Analysis
Power BI
Visualization
  • Client presentations
  • Market research & analysis
  • CRM system management

Capabilities

Skills & Expertise

Technical
Data & Development
Excel / SheetsExpert
Power BI / TableauAdvanced
PythonIntermediate
SQLIntermediate
Financial
Products & Markets
Mutual FundsExpert
RRSP / TFSA / GICsExpert
Financial PlanningAdvanced
Investment AnalysisAdvanced
Professional
Leadership
Client RelationsExpert
Sales & NegotiationExpert
Team LeadershipAdvanced
PresentationAdvanced
Tools
Software
Microsoft 365Expert
Google WorkspaceExpert
Salesforce CRMAdvanced
Financial SoftwareAdvanced
CFA Level I
CFA Institute
In Progress
CIFC License
IFSE Institute
Active
B.Comm
Humber College
Completed
Languages
English
Native
Hindi
Native
Gujarati
Native
French
Basic

Portfolio

Featured Projects

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04
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Let's Connect

Open to discussing opportunities in financial services, client success, or investment advisory roles.

Email

matinsaiyed3100@gmail.com

 Phone

+1 416 270 7531

 LinkedIn

in/matinsaiyed
Location

Mississauga, ON

M

Matin Saiyed

Usually replies instantly
Hi! Ask me about my experience, skills, or how to get in touch!