Qianlong Lu
Markham,Canada
Overview
5
5
years of professional experience
Work History
Wealth Operational Officer II
TD Canada Trust
Markham, Ontario
04.2023 - Current
- Work with Front Office Product Desk, Client Services, Financial and Investment Advisors on account maintenance in respective asset classes.
- Process and respond to daily maintenance request and prepare management operations report.
- Be flexible in changing work priorities, able to assist Team Manager and Leader with escalation in timely manner.
- Maintained and organized databases with accurate information and report to the specific line of business.
Customer Experience Associate
TD Canada Trust
Markham, Ontario
03.2022 - 04.2023
- Achieved top satisfaction, retention and referral rankings on consistent basis. Ranked as most effective in customer services and sales out ot over 400 representatives.
- Consulted with customers to determine best methods to resolve service and billing issues.
- Shared detailed information regarding products and services options to help customer make decisions.
- Documented interaction in details to keep record updated about customer's needs and implemented solution.
Teacher Assistant
Speed Up Education
Toronto, Ontario
05.2019 - 08.2019
- Responsible for introductory programming course guidance, Q&A, homework inspection and other teaching work.
- Responsible for screening and sorting out various knowledge points, selecting relevant exercises and giving one-to-one guidance to the students of the course.
- Assist teachers to edit courseware and make powerpoint; A total of 30+ coaching students, helping students to raise 20% of their final mark.
Education
Bachelor of Science - Mathematic & Statistic
University of Toronto
04-2022
Skills
- SAS basic and advanced licensed;
- Managed the operation of statistic software such as SQL and Tableau
- Proficient in using R, Latex, Python and other related mathematical statistic software;
- Familiar with the operation of office software such as Word, Excel, PPT and others;
- Fluent communication with customers by using Mandarin, Cantonese and English;
Timeline
Wealth Operational Officer II
TD Canada Trust
04.2023 - Current
Customer Experience Associate
TD Canada Trust
03.2022 - 04.2023
Teacher Assistant
Speed Up Education
05.2019 - 08.2019
Bachelor of Science - Mathematic & Statistic
University of Toronto
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