Kaihang Liu

Supervise and support the customer service team in responding to client inquiries, requests, and complaints promptly and professionally

Act as the main point of contact for key clients, ensuring their needs are met and expectations exceeded.

• Collaborate with account managers, creative teams, and production staff to ensure smooth campaign execution and delivery
• Participate in internal meetings to provide client feedback and contribute to service improvement strategies
• Maintain accurate client records and ensure proper documentation of communication history

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions. Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.

• Developed strong customer relations skills through active engagement and problem-solving
• Proficient in processing financial transactions accurately and efficiently
• Demonstrated ability to promote and upsell banking products and services

The main duty of this job is to provide financial suggestion and assist clients to find out what investment product is suitable for them. Meanwhile, same requirement as all TD's positions, legendary customer service is mandatory.

• Managed client relationships and provided expert financial guidance for mutual fund investment decisions.
• Conducted detailed analysis of the market to make informed investment recommendations to clients.
• Stayed up-to-date with market trends and fund performance to deliver exceptional customer service.

The primary goal of the job is to define the clients' needs and advise them on the best immigration path in Canada. In addition, expanding potential clients is also one part of the job.

• Conducted market research to identify new opportunities and target audience insights.