Yilin Zheng

Financial Industry Experience (IG Wealth Management)
Position: Executive Administrative Assistant to the Division Manager
Duration: Two years
Managed high-net-worth (HNW) clients and business owners.
Demonstrated effective communication and organizational skills to ensure smooth interactions and satisfaction among a diverse clientele.
CSC Certification
Passed CSC Exam 1, scheduled to complete Exam 2 in March 2024.
Customer Service Experience
Duration: Six years
Proven track record of providing exceptional customer service.
Key Skills and Attributes
Supported team and client needs with fast, appropriate responding. Excelled in relationship-building skills.
Detail-oriented, highly organized, and adept at managing priorities to consistently meet deadlines. Successful in multitasking within fast-paced environments.
Language Proficiency
Bilingual: Fluent in both English and Mandarin.

Administration / Office Work Skills

• Skilled in swiftly opening diverse individual and business accounts (TFSA, RRSP, LIRA, RRIF, LIF, RESP, Non-registered). Ensures a smooth account initiation for clients, adeptly managing information, and ensuring KYC compliance.
• Shows quick and accurate trading skills, proficient in handling diverse transactions (deposits, withdrawals, buys, sells, switches, transfers, and PAC/SWP setup). Aided in analyzing financial data to support Division Manager decision-making processes,help building financial planning, manage mutual funds and stocks trading for clients.
• Complete regular observations on account openings to ensure clients’ need are met appropriately, and crafting comprehensive financial documents, including investment statements, tax slips etc.
• Performing computer backups, ensuring compliance. Proficient in MS Windows applications and Living Plan software for precise client data input in financial planning.

Customer Service Skills

• Initiate client contact, coordinate appointments, and prepare files for meetings. Identify planning and cross-sell opportunities. Promptly send summaries with advice and action outlines after the meetings.
• Examine and address client concerns, meticulously documenting inquiries and providing tailored solutions to meet the unique needs of both individual and corporate clients upon request. Coordinate events, manage venue bookings, and distribute marketing materials to clients and prospects.
• Professionally using a multiple-line phone system, effectively resolving client inquiries.

Communication / Interpersonal Skills

• Effectively convey intricate details to help clients understand issues. Maintain composure and professionalism in challenging situations, guiding interactions toward collaborative problem-solving.
• Build strong relationships with colleagues, creating a collaborative environment for team success. Actively participate in cross-training for adaptability during high-volume periods.
• Oversee new hires' training, maintaining effective communication with back office and support teams.