David Tang Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

• Playing a senior role in the day-to-day Operations of the Wrap Investment and Superannuation Product with a specialty in analysis and transfer of assets including Australian listed securities, international securities.
• Acted as a subject matter expert in daily Operation processes and industry requirements for Investments, Superannuation and Pension.
• Investigating processing and technological breaks and work towards rectifying issues.
• Mentoring and training other staff within the Operations team.
• Running meetings and training sessions with other stakeholders within the business.

Sydney, New South Wales, Australia

• Managing complaints and escalation cases raised by a number of stakeholders of the business, including Clients, Financial Advisers internal Managers and our Product team. As a case manager within the financial product.
• Conduct comprehensive investigation.
• Review processing errors and provide proposals on process improvements.
• Provide detailed explanations to various stakeholders with different levels of financial knowledge.
• Calculate market movements and compensations.
• Manage vulnerable clients and delicate situations.

Sydney, Australia

Assisting Financial Advisers with our trading platform to manage investments, superannuation and pensions.

Sydney, Australia

Sydney, Australia

Master Of Business

Bachelor Of Arts - Psychology, Psychology