Hsuan (Vernon) Sun Email & Phone Number

Canada

加拿大 安大略省 米西索加

• Assisted over 15 clients daily with inquiries regarding various registered and non-registered accounts, employing a first point of contact resolution approach
• Provided assistance to clients’ transaction and account opening inquiries, applying AML and KYC knowledge to ensure compliance and mitigate risks
• Conducted thorough investigations of account errors and prepared investigation reports to the investigation team and middle office, demonstrating excellent analytical and problem-solving skills
• Played an integral role between clients and operation teams, ensuring client’s inquiries were resolved within SLA

Toronto, Ontario, Canada

• Investigated and resolved over 30 accounts daily, addressing a variety of account errors
• Enhanced work efficiency by developing and optimizing SOPs for new projects and daily assigned tasks
• Collaborated with team members and related departments to investigate complex issues, leveraging extensive knowledge of daily tasks
• Successfully handled additional customer service projects assigned by managers with exceptional precision and accuracy

Toronto, Ontario, Canada

• Multi-tasked in a fast-paced environment, managing three live chats simultaneously, assisting over 20 clients per day and 300+ clients per month through emails and online chats to address account issues
• Took the initiative to analyze clients’ account issues after conversations, ensuring issues had been resolved or forward to the correct department
• Facilitated the opening of four types of accounts for a client, leading to the transfer of over $800,000 CAD in assets to Questrade
• Identified and escalated suspicious client activities to team leads, contributing to the organization’s highest standards of integrity and security

Toronto, Ontario, Canada

• Identified stocks daily before opening using various websites and organized information into a list for the subscribers with limited assistance and instructions
• Assisted trading floor and live trading show hosts by researching and analyzing stocks with unusual movements
• Presented a five-minute TV segment related to trading strategies daily to audiences in the morning trading hours
• Wrote a PowerPoint presentation to report on the economic and financial markets daily, and presented as a team at the end of the live trading show

Toronto, Ontario, Canada

• Ensured smooth workflow within the team by cooperating with other bakers and clerks
• Managed customized orders and ensured the all the demands were made on time
• Monitored the baking supply inventory and submitted a purchasing request to management
• Coached and guided junior bakery personnel and ensuring that they followed the baking procedures and company guidelines

Markham, Ontario, Canada

• Awarded the top store salesperson in July 2015 and August 2015, and helped the team to exceed sales goals
• Coached and supervised 5+ employees by customizing unique training programs or workshops based on their personalities
• Analyzed personal monthly sales data by using Excel and presented to store manager for performance review
• Pitched customers in-person to provide information about products or services and resulted in closing deals