Shaohui Li Email & Phone Number

Halifax Regional Municipality, NS, CA

加拿大 新斯科舍省 哈利法克斯

• Be responsible for meeting the daily and monthly deliverables of our client's Service Level Agreements with a focus on client relationship management. Preparing trading, positions and cash reconciliation processes with.
• Evaluate cash flows, financing and risk associated with a broad range of investment products including derivatives, debt and private equity.
• Analyze, investigate and resolve issues; prepare reports for assessment and sign off on portfolio and cash risk and prepare auditable support for portfolio and cash positions, in preparation for monthly financial.
• Support the conversion of any new clients and existing migrations as well as review and coach junior staff; assist in the resolution of day-to-day issues.

加拿大 新斯科舍省 哈利法克斯

Halifax, Canada Area

• Engaged in customer conversations, identified needs; Provided a professional customer experience at every interaction to strengthen relationships and loyalty
• Presented, promoted and sold the Canadian Tire Options MasterCard and other financial products using persuasive communication to existing and potential customers
• Participated in regular meetings, marketing events, and the performance management process to develop a daily goal (both team and individual) plan, identify priorities and tactics that support achievement of company.
• Filled daily reports (feedbacks, tracking sheets, event reports, evaluations) using financial statistical data through Excel

Guangzhou, China

• Formatted letters/memos; followed 20-30 clients, called if any account change and sent the daily financial market information every morning through social media
• Helped new clients open the securities account, processed applications and documents
• Updated and maintained administrative procedures, systems to optimize administrative processes within the department to ensure effective administrative activities