Wenfei Yu
23 Sheppard Ave E,ON
Summary
Accomplished Investment Services Representative with a proven track record at HSBC Invest Direct, enhancing client satisfaction and winning the Lion Award for excellence. Expert in securities trading and client needs evaluation, demonstrating strong communication skills and problem-solving abilities. Skilled in fostering teamwork and achieving results through effective collaboration and customer service.
Overview
4
4
years of professional experience
Work History
Investment Services Representative
RBC Direct Investing
04.2024 - Current
- Enhanced client satisfaction by providing exceptional customer service and addressing their investment needs.
- Developed strong relationships with clients, gaining trust and demonstrating expertise in investment services.
- Assisted client with trilingual language skills for different trade categories and account management.
Investment Services Representative
HSBC Invest Direct
11.2023 - 03.2024
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Collaborated with clients including high net value client for their investment needs through inbound and outbound calls.
- Collaborated with team members to develop internal projects. Communicate with back office as front line to solve customer needs.
- Managed approximately 30 incoming calls at busy season while also handle outbound calls task.
Customer Service Representative
HSBC Invest Direct
06.2022 - 11.2023
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Senior Consultant
Efair Group Inc.
08.2021 - 12.2021
- Troubleshot issues by understanding issue, diagnosing root cause and coming up with effective solutions.
- Evaluated clients' needs and created plan of action to provide solutions.
Administrative Assistant
Long & Qin Ltd.
03.2020 - 08.2021
- Scheduled office meetings and client appointments for staff teams.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Handled client correspondence and tracked records to foster office efficiency.
Education
MFAc - Financial Accountability
York University
Toronto, ON02.2020
Bachelor of Arts - International Business Management
York St John University
Yorkshire, UK07.2016
Skills
- CSC and CPH
- Strong communication skill
- Fast learning ability
- Securities Trading
- Client Needs Evaluation
- Teamwork and Collaboration
- Corporate Governance
- Business Administration
language
- English
- Mandarin
- Cantonese
Timeline
Investment Services Representative
RBC Direct Investing
04.2024 - Current
Investment Services Representative
HSBC Invest Direct
11.2023 - 03.2024
Customer Service Representative
HSBC Invest Direct
06.2022 - 11.2023
Senior Consultant
Efair Group Inc.
08.2021 - 12.2021
Administrative Assistant
Long & Qin Ltd.
03.2020 - 08.2021
MFAc - Financial Accountability
York University
Bachelor of Arts - International Business Management
York St John University
Similar Profiles
George MANGGeorge MANG
Investment Services Representative at RBC Direct InvestingInvestment Services Representative at RBC Direct Investing
SAKSHI HINDUJASAKSHI HINDUJA
Investment Associate (Contractual) at RBC Direct InvestingInvestment Associate (Contractual) at RBC Direct Investing
Jeffrey DansoJeffrey Danso
Investment Services Representative at RBC Direct InvestingInvestment Services Representative at RBC Direct Investing
Andrea MarshAndrea Marsh
Nurse Practitioner Student at North York Family Medicine DoctorsNurse Practitioner Student at North York Family Medicine Doctors
SUMIRE TOSHIMASUMIRE TOSHIMA
Office Administrator at Ltd KinkiServiceOffice Administrator at Ltd KinkiService