Cuicui Ma Email & Phone Number

Halifax Regional Municipality, Ns, Ca

● Set cross training on funds and review on NAV and wires● Worked on tier one client, resolve issues/queries raised by clients in a timely manner and maintain a high level of client satisfaction ● Coordinate investor servicing activities. Including investor on-boarding, capital calls, distributions, and other investor reporting● Primary contact to client on daily operational, issue discussion and any other request. Stayed on top of communication internal and external to ensure deliverables are successfully made ● Perform other duties as assigned and cover on other funds when needed

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Bedford, Nova Scotia, Canada

* Dollar amount keying of cheques, ATM envelopes and other payment items with high efficiency and accuracy*Verification and data entry of magnetic ink character recognition (MICR) lines on cheques and other payment items* Review and verification of payment items received through non-client facing channels to ensure appropriate negotiation validations are completed* Ensures all processing is completed within established time frames and end of day cut off times across multiple time zones in Canada are met to avoid financial loss and negative client impact* Responsible for the delivery of high quality service to clients and service partners, including high levels of accuracy and adherence to agreed upon service levels and timeframesEnsure full compliance to all controls, both regulatory and internal, including RBC policies and processes and the Canadian Payments Association (CPA) clearing rules

Halifax, Canada Area

* Receive inbound calls, actively listen to customers, uncover/analyze their needs, and offer customized solutions* Using effective relationship building skills and probing abilities to clients’ satisfactions and successfully close sales* Ask open-ended/probing questions to identify customers’ needs, and close-ended questions to specify problems* Able to meet or exceed sales targets and customer ratifications* Create a need by educating customers on product & services, and maximizing sales potential* Take accountability, and the appropriate action, to efficiently and effectively resolve customer issues * Provide world-class customer service during every customer interaction* Have an entrepreneurial spirit, and the desire to sell and help new customers be familiar with the software, and connected with existing clients’ post-sales to ensure the cable was operating efficiently * Received comprehensive training on developing strong customer relationships, listening skills, and problem solving skills

Halifax, Canada Area

* Reconcile bank statements and prepare financial statements with great accuracy and attention to detail * Process journal entries, payments and invoices, proficiently using Simply Accounting Software* Process payrolls, remittance and ROE in order to prepare paychecks for employees* File T1 and T4 for owners and their employees to assist others in completing their taxes* Maintain and update database of over 100 clients’ information* Build vendor relations and communications so as to establish effective networking and professional connections

Master'S Degree, Finance

Bachelor Of Commerce - Bcom, Accounting