Jordan Nguyen
Vaughan,ON
Summary
Results-oriented Client Service Executive with a 2-year background in the fintech sector. Solving client complaints and problems while remaining calm and professional. Building excellent client relationships through interaction and rapport.
Overview
1
1
Certification
Work History
Client Service Executive
CMC Markets
- Supervising and adjusting client accounts to meet company, regulatory, and legal requirements, such as IIROC and FINTRAC
- Delivering services to international traders by executing trades and conducting thorough investigations
- Educating clients on financial derivative trading and managing fund transfers across financial institutions.
Sales Associate
UNIQLO
- Generated fresh sales opportunities by collaborating with supervisors to revamp advertising and marketing strategies
- Assist in administering the sales floor to satisfy customers purchasing trends and preferences.
Education
BA., SPEC. HONS. KINESIOLOGY & HEALTH SCIENCE -
York University
05.2020
Skills
- Excel
- Microsoft Word
- Sales trading
- Inbound/Outbound cold calls
- Time Management Skills
- Analytical Mindset
- Operational Risk Management
- Business Continuity Management
Accomplishments
- Achieving KPI numbers exceeding a 90% target for GOS through calls, emails, and chats.
- Collaborating with the sales team to achieve over 50% of the EOM target through account applications.
- Achieving a response rate of over 95% in SLA for MTD emails across all regional offices to ensure prompt handling of client complaints and queries.
- Remodeled payment structure for smooth deposit/withdrawals of client's funds.
Certification
- AML Training
- RG Tier 1 General Knowledge
- RG Tier 1 Foreign Exchange
- RG Tier 1 Securities
Languages
English
Native or Bilingual
Timeline
Client Service Executive
CMC Markets
Sales Associate
UNIQLO
BA., SPEC. HONS. KINESIOLOGY & HEALTH SCIENCE -
York University
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