Zhonghao (Toby) Zhang
Summary
Results-driven finance and customer service professional with a history of exceeding goals through meticulous and organized practices. Thrives in high-pressure environments, adapting seamlessly to new challenges. Committed to enhancing organizational brand through financial acumen and exceptional customer service.
Overview
4
4
years of professional experience
Work History
Senior Education Consultant
George Education Service
09.2019 - Current
- Successfully recruited over 60 students during my tenure with prestigious institutions, including Carleton University, Algonquin College, OCDSB, Fulford Academy, Elmwood School, and Blyth Academy. Streamlined communication between clients and schools, ensuring a positive experience throughout the application process.
- Acted as a key liaison to enhance client-school communication, fostering positive interactions with school offices, professors, and teachers.
- Provided dedicated assistance to clients throughout the school application process, ensuring applications were meticulously tracked and maintained in good standing.
Department Director of Event Planning
University Of Ottawa Chinese Student Association
04.2021 - 04.2022
- Gained strong leadership skills by managing events from start to finish.
- Developed and maintained courteous and effective working relationships.
- Managed a 19 members team by delegating assignments and establishing task completion time frames to maintain event implementation deadlines.
- Oversaw operations management for more than 13 major events.
Financial Advisor Assistant
China Reform Securities
05.2021 - 09.2021
- Facilitated seamless customer experiences by assisting approximately 20 clients daily with account opening, profile revision, document input, and other system operations
- Liaised with customers and funding sources to identify roadblocks to business funding.
- Collected and analyzed data to determine approaches to improve sales.
Education
Honours Bachelor of Commerce - Major in Management
University of Ottawa
08.2023
Skills
- Operations Optimization
- Team Leadership
- Needs Identification
- Effective Customer Communication
- Project Management & Development
- Data Collection & Analysis
Interpersonal Skills
Financial modelling
- Solid Marketing Strategy Implementation
- Problem-Solving Strengths
- Cross-Cultural Marketing
- Project Management
- Document and File Management
- Research and Analytical Skills
Marketing
Management
Additional Information
Languages: English (Proficient), Mandarin (Native)
Computer : Skilled in Canva, Microsoft Office. Google Workspace.
Timeline
Financial Advisor Assistant
China Reform Securities
05.2021 - 09.2021
Department Director of Event Planning
University Of Ottawa Chinese Student Association
04.2021 - 04.2022
Senior Education Consultant
George Education Service
09.2019 - Current
Honours Bachelor of Commerce - Major in Management
University of Ottawa
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