Amy Liu

Amy Liu Email and Phone Number

Mutual Fund Representative @ TD
Toronto, ON, CA
Amy Liu's Location
North York, Ontario, Canada, Canada
About Amy Liu

A professional student has obtained a master’s degree in business at Cape Breton University. Experience in a variety of internship, including sales, eCommerce products editor, and customer service. Dedicated to gaining real-world experience to assist with making a career path decision. Interested in positions that involve creativity, business, and customer interactions.

Amy Liu's Current Company Details
TD
Mutual Fund Representative
Toronto, ON, CA
Employees:
1
Amy Liu Work Experience Details
  • Td
    Mutual Fund Representative
    Td
    Toronto, On, Ca
  • Td
    Mutual Fund Representative
    Td Jul 2022 - Present
    加拿大 安大略省 马卡姆
    -Establish and maintain risk-based customer due diligence relevant insights and expert financial advice, including maintaining appropriate records; Conduct risk assessments and implement control functions to mitigate operational risks.-Based on existing and new industry regulations and firm policies and procedures, providing relevant insights and expert financial advice.-Manage confirmations, settlements, and trade support processes for mutual fund trading activities; Develop and maintain positive relationships with internal teams and external clients to meet Service Level Agreements (SLAs).-Protect the Bank's assets and compalies with all regulatory and internal risk management requirements, ensuring the security of both the company and clients by closely monitoring financial transactions and staying up to date with regulations.-Participate in strategic initiatives and business development projects to enhance client service levels and operational efficiency; Look for kinds of ways to contribute ongoing improvement of customer experience level to group even whole department and the overall business results.-Achieved 300% volume target in Q4 2023, earning Merit & Star Winner recognition.
  • Starbucks
    Shift Supervisor
    Starbucks Sep 2020 - Oct 2023
    Toronto, Ontario, Canada
    • Contributed to 12% growth trend by developing strategic recommendations for management regarding making full use of social media platforms.• Support talent and manage team with over 40 employees. Perform and monitor labor hours and other direct costs to verify store was within budget and spending plans.• Assisted in store-level budgeting, tracking, and reporting processes, with the goal of accurately forecasting and managing expectations.• Generate daily sales report to include weekly revenue and profit, variance analysis of actual inventory data to budget, forecast, and preorder.
  • Rhythm Wellness Center
    Business Operations Analyst
    Rhythm Wellness Center Aug 2020 - Mar 2021
    Markham, Ontario, Canada
    -Manage executive calendars, strategically coordinating meetings, appointments, events, and arrangements.-Provide ongoing administrative support to senior executives, build and maintain monthly and quarterly reports through MS Access and dashboards required tactical and strategic visibility to teams and leadership on process adherence and associated problems.-Established skills to work in a cross-functional team from working closely with third party partners.-Leveraged Excel to establish monthly statements and reports in accordance with input scenarios.
  • 无印良品有限公司
    Sales
    无印良品有限公司 Jun 2015 - Dec 2015
    武汉
    • Performs end-year inventory count processes, and coordinates with manager to ensure accuracy and timeliness of internal financial information.• Provide exceptional customer service and excellent communication skills. Demonstrated ability to effectively interact with others and work independently.• Complete the visual display of the products in accordance with high standards in the department.• Maintain the No.1 sales ranking during the tenure.
  • Jinchi Automobile Parts Co., Ltd.
    Online Products Editor
    Jinchi Automobile Parts Co., Ltd. Jun 2013 - Oct 2013
    中国 广东 深圳市
    • Use basic editing software to edit, beautify and watermark product images, and set product titles for search habits in different regions to improve product search probability and exposure.• Responsible for processing and uploading product pictures and information online sales channels such as Alibaba, eBay and other websites.• Collect customer data and information, and analyze customer-buying habits to consolidation the original customers, seize the prospective customers and mining potential customers.

Amy Liu Education Details

Frequently Asked Questions about Amy Liu

What company does Amy Liu work for?

Amy Liu works for Td

What is Amy Liu's role at the current company?

Amy Liu's current role is Mutual Fund Representative.

What schools did Amy Liu attend?

Amy Liu attended Cape Breton University, 云林科技大学, Hubei University.

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