Yichen Wang Email & Phone Number

Sydney, New South Wales, Australia

Collaborated with finance team members to analyze financial models, forecasts, and conducted valuationassessments.·Facilitated the onboarding process for clients seeking to establish trading accounts on the MetaTrader4 platform.·Offered guidance on fund deposit and withdrawal procedures and provided general advice and knowledge on variousfinancial.

Edmonton, Alberta, Canada

·Assisted an average of 70+ clients per day with a range of inquiries and effectively resolved their concerns at the first point of contact, receiving 100% satisfaction rate on client surveys.·Able to communicate effectively, proactively introduced clients to bank products and services, and referred them to specialized bankers for mortgage, insurance, and.

·Communicated with client’s accountants to resolve issues in confirming client holdings, assisted colleagues to complete prospectus, assisted in sorting out audit drafts, organized the accounting documents, printed, and copied the sample vouchers, etc.·Performed callbacks to 3rd parties to verify confirmations received by the client.·Used excel skills to.

Suzhou, Jiangsu, China

·Provided loan advising services by addressing client inquiries about loans, interest rates, and payment options.·Outlined the benefits of financial products based on clients’ requirements, tracked consumer contact lists, andobtained personal information if necessary.·Identified potential clients by making 150 calls per day on average.

Master'S Degree, Finance Analyst

Bachelor Of Commerce - Bcom, Finance

Activities and Societies: Chinese Student and Scholars Association Member, Internal Affairs ·Assisted in planning and organizing new.

Finance