Mandy Cheung Email & Phone Number

Pasadena, Ca

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.DUTIES and RESPONSIBILITIES:• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs• Onboard new client accounts, which includes the collection of required documentation and client information• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors• Proactively participate in firm initiatives directed by local management• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Hong Kong

In charge of the day-to-day operations of the office, tasks including but not limited to: liaise between Japanese suppliers and Chinese buyers; shipment coordination and logistics; translating and interpreting between Chinese and English and Japanese; researching on new products, developing new suppliers and buyers; handling of import and export documentation, purchase and sales orders, purchase and sales invoicing; operating all company accounts’ daily transactions, in-house bookkeeping and accounts reconciliation; handling of orders and managing delivery dates; occasional personal assistant’s duties and other ad hoc activities.

Hong Kong

Overseeing office operations including but not limited to: liaise between foreign suppliers and buyers; coordinate with European suppliers and Chinese partners; translating customers’ claims from Chinese to English; attending Recycling Industry conventions overseas and interpreting between English and Chinese; contacting potential customers, performing market research; handling import documentation; renewing business licenses, filing Annual Returns; operating all company accounts’ daily transactions, making payments and L/Cs; bookkeeping; liaise with CPA for annual tax returns; making meeting minutes; making invoices & packing lists; creating and maintaining internal databases.

Greater Los Angeles Area

Creating and maintaining internal MS Office Excel databases; making invoices and packing lists; making bookings with Container shipping companies; bookkeeping and handling full-set accounting in support of Finance department; answering phone and emails; running errands for the office.

Japanese Studies, A

Summer Language Exchange Program from July to August of 2006

Bachelor Of Arts - Ba, Political Science And Government, A

Minor in Japanese Language