Hui Zhang Email and Phone Number

• Provided expert support to 100+ Financial Planners by analyzing client needs and recommending financial solutions across diverse product lines, ensuring compliance with regulatory policies.• Conducted and processed complex transactions for clients with a high degree of accuracy, resulting in minimal error rates and consistently positive feedback.• Enhanced client engagement by proactively addressing financial goals and investment strategies, deepening customer relationships, and improving banking confidence.• Led projects to improve client digital fluency and adapt internal systems for team-wide usage, which contributed to a 15% improvement in transaction efficiency.• Key Achievement: Received 20+ positive feedback notes from Financial Planners and regional managers, highlighting contributions to improved client satisfaction and operational efficiency.

• Delivered personalized customer service to 60+ clients daily, addressing inquiries and resolving issues efficiently, with a focus on building trust and delivering value-driven solutions.• Demonstrated strong multitasking abilities by managing customer interactions while navigating multiple software programs, maintaining productivity in a high-volume environment.• Played a key role in team development by mentoring new hires, leading team huddles, and supporting performance improvement initiatives.• Key Achievement: Recognized with multiple Bravo and Brilliant Basics awards for professionalism, with a 70+ yearly LEI score for outstanding service and efficiency.

• Conducted in-depth consultations for high-value clients to develop personalized academic plans that align with their career aspirations and educational goals.• Spearheaded business development strategies, balancing client service with sales targets and achieving an 80%+ new client acquisition rate.• Developed and analyzed business reports to monitor client progress and inform strategic planning, utilizing Google Sheets and Airtable for data tracking.• Key Achievement: Assisted over 200+ students in securing admission to prestigious private schools and helped 156 students gain acceptance to top 100 global universities, significantly enhancing firm reputation.

• Guide student for their academic advance based on their interests and career plan.• Collaborated with school leadership on strategic initiatives to address campus issues and improve operational efficiency.• Managed documentation for internal communications and ministry audits, ensuring accuracy and timely submissions.Key Achievement: Played a crucial role in fostering a positive campus environment that contributed to high student satisfaction and successful educational outcomes.

1. Organize and arrange overseas education exhibition tours.2. Conduct research and data analysis on international students. 3. Negotiate cooperation contracts with Canadian educational institutions. 4. Formulate proposals and marketing strategies on schools promotion.5. Present thematic training to colleagues and potential customers.

1. Promote overseas education products to potential customers.2. Design suitable overseas study plan for potential students.3. Guide applicants prepare detailed documents on school and visa application.4. Handle complaints and comfort clients. 5. Attend international education seminars.