Fulfill orders and receipts from clients and transfer the data into the WMS system and SAP to generate the tally sheet with location/bin information.Coordinate with import/export agents and logistics trucking agents to ensure the efficiency and accuracy of pick-up and deliver including containers and FTL/LTL.Export delivered orders with related data into the OMS and keep customers posted on each stage of the orders. Weekly meeting with customers and US main branch for customer development and connectionCoordinate with warehouse staff to ensure efficient workflow and timely processing of orders.Monitor stock levels using SAP and ensure the timely ordering of materials and products to prevent shortage.Monitor and generate individual KPI and warehouse performance reports for improvement

Processed daily inbound orders and returns from various customers to ensure efficiency and positive feedback.Coordinated with suppliers and vendors to manage incoming and outgoing FTL shipments. Conducted data entry and maintained accurate records of transactions.Maintained and updated the inventory management system with accurate data.Monitor and supervise the warehouse operation and equipment safety condition to meet the provincial government’s fire and security code.

Extending clients’ profiles by adding clients’ backgrounds, interests and preferences.Analyzing the metrics in the CRM system to identify the proper individual study plan and generating a client-oriented presentation with visualization by using Salesforce.Investigating the qualification of third-party cooperative institutions including background and plan feasibility and preparing reports detailing the findings of investigations and recommendations. Following up with customers after the product presentation ensures a positive experience and a comprehensive plan.Developing prospective educational institutes and connecting in a client-centralized and organized way.Achieved over 90% of positive customer satisfaction and a 26% increase in performance growth in 2022.

Responded to client inquiries via phone, email, website chatbot and in-person visits in a timely and professional manner.Transferred paper base client contact information into Microsoft Excel databases for furtherUploaded marketing materials to the company official website and translated the English version of the promotion material into the native language version.Cooperated with the Asian branch to identify the marketing strategies and potential industry opportunities and summarized a brief report.

Coordinated with the supervisor to manage calendars, scheduled appointments and internal meetings by using Microsoft Outlook.Conducted financial analysis and research to evaluate investment opportunities and prepared financial models and forecasts to support investment decisions.Recorded clients’ essential information and transferred paper records into the Microsoft Excel database.Collaborated with financial advisors to develop and implement financial plans based on the client’s financial goals and risk tolerance.Analyzed the financial market and updated individual investment opportunities in internal CRM software.

Assisted senior consultants in the development and implementation of financial plans for clients.Conducted research and analysis of financial performance data to make informed recommendations on investments, insurance and other financial productsAssisted in the preparation of financial reports, including cash flow projections and financial statements.Participated in client meetings and provided support in discussing financial planning and strategies.

Analyzed VIP databases and surveys, identified purchasing trends, designed new marketing strategies for target enterprises and developed revenue streams using PivotTableVisualized business demands, identified strategic and financial issues, and developed technical solutions to enhance the internal business and process performancePresented a plan for enterprise development and implemented new marketing and pricing strategiesCreated individual customer SQL databases to support customer service department specialists