Summary
Overview
Work History
Education
Skills
Skill Summary
Languages
Timeline
Generic

Weiqi Wang

Edmonton,Canada

Summary

Sociology major at the University of Alberta, and Client Advisor at RBC, with a strong foundation in client service, administrative support, and ethical responsibility. My academic background has deepened my understanding of social systems, confidentiality, and detail-oriented processes that are crucial in financial services. Experience handling sensitive client information, following strict compliance procedures, and providing professional service under pressure at RBC, prepared to support client needs, perform accurate data entry, and communicate effectively within a dynamic team.

Overview

7
7
years of professional experience

Work History

Client Advisor

ROYAL BANK OF CANADA
Edmonton, Alberta
07.2024 - 05.2025
  • Advised clients on financial products and services tailored to their needs.
  • Delivered exceptional customer service to enhance client satisfaction and retention.
  • Managed client inquiries and resolved issues promptly to ensure seamless service.
  • Collaborated with colleagues to improve process efficiency and service delivery standards.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.

Manager

TASTE OF SZECHUAN
Edmonton, Alberta
12.2022 - 12.2024
  • Developed customer service protocols to enhance guest experience and satisfaction.
  • Facilitated team meetings to address challenges and improve communication among staff.
  • Monitored financial transactions and managed cash handling procedures effectively.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Analyzed customer feedback data to develop action plans for improving services offered.

Administrator

BIGTREE INTERNATIONAL EDUCATION Ltd.
Edmonton, Alberta
11.2018 - 12.2022
  • Managed administrative tasks for international education programs and services.
  • Coordinated schedules and meetings for staff and students effectively.
  • Answered incoming calls and responded to customer inquiries.
  • Maintained accurate student records and updated databases regularly.

Education

Bachelor of Arts - Sociology

UNIVERSITY OF ALBERTA
Edmonton, AB
04-2027

Skills

  • Bilingual in Mandarin and English
  • Compliance standards
  • Client-focused atmosphere
  • Client interaction
  • Organizational skills
  • Financial services
  • Attention to detail
  • Following procedures
  • Maintaining precise records
  • Ensuring compliance with financial regulations
  • Collaborative team player
  • Strong written communication skills
  • Strong verbal communication skills
  • Client advising

Skill Summary

  • Bilingual in Mandarin and English, allowing for effective communication with a diverse client base.
  • Proven ability to uphold banking policies and compliance standards while maintaining a warm, client-focused atmosphere.
  • Strong organizational skills and keen attention to detail in both administrative and client-facing tasks.
  • Experienced in accurately following procedures, maintaining precise records, and ensuring compliance with financial regulations.
  • Collaborative team player with a history of working efficiently with colleagues to meet branch and client goals.
  • Strong written and verbal communication skills.

Languages

English
Full Professional
Chinese (Mandarin)
Native/ Bilingual

Timeline

Client Advisor

ROYAL BANK OF CANADA
07.2024 - 05.2025

Manager

TASTE OF SZECHUAN
12.2022 - 12.2024

Administrator

BIGTREE INTERNATIONAL EDUCATION Ltd.
11.2018 - 12.2022

Bachelor of Arts - Sociology

UNIVERSITY OF ALBERTA
Weiqi Wang