Neddy Yuen
Vancouver,BC
Summary
Versatile Support Specialist skilled handling data, technical issues and personnel support tasks in distributed environment. Self-motivated and attentive with good interpersonal and problem-solving abilities. Offering 15 years of experience in the financial service industry.
Overview
9
9
years of professional experience
Work History
Floor Support Specialist
IA Financial Group
04.2022 - Current
- Responded to employees requests via call/email, offering excellent support and tailored recommendations to address needs.
- Monitored systems in operation and be in command when manager is away.
- Consulted with other departments to resolve discrepancies and create expert solutions
Client Relations Specialist
IA Financial Group
09.2018 - 04.2022
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
- Reaching out to financial institutions, advisors & clients by phone, email and fax regarding transactional requests in order to ensure all requirements are in good order before being submitted for processing.
Subject Matter Expert / Credit Collection Officer
Frontline Group
05.2015 - 08.2018
- Supported and mentored new agents for the first two weeks after training teams in continuous delivery of quality products and services, enhancing usage and introducing new features.
- Collaborated with management to identify and prioritize new development concepts.
- Developed and presented business cases, presentations and reports to senior management.
- Performed outbound and inbound calls regarding collection and recovery of outstanding accounts.
Education
Bachelor of Arts - Economics
Simon Fraser University
Burnaby, BC10.2008
Skills
- Task Prioritization
- Attention to Detail
- Decision Making
- Active Listening
- Product Knowledge
- Adaptability and Flexibility
- Call Management
- Support Services
Timeline
Floor Support Specialist
IA Financial Group
04.2022 - Current
Client Relations Specialist
IA Financial Group
09.2018 - 04.2022
Subject Matter Expert / Credit Collection Officer
Frontline Group
05.2015 - 08.2018
Bachelor of Arts - Economics
Simon Fraser University
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