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Summary

Highly motivated and confident professional with exceptional multi-tasking and organizational skills.

Experienced in identifying the needs of corporate customers and running and delivering sales and marketing

campaigns for key clients. Possesses a significant record of achievement in compliance and is able to quickly

understand an organization's mission, vision, and values.

With a dedication to excellence and a passion for surpassing goals, I am committed to driving tangible results

and exceeding expectations. My ability to adapt swiftly to dynamic business environments and my astute

understanding of customer requirements have consistently translated into successful outcomes. A strong

advocate for compliance and adherence to industry regulations, I have fostered enduring relationships with

clients alike.

In pursuit of continued growth and achievement, I am excited to explore opportunities that align with my

aspirations and offer a platform for continuous learning and development. If you seek a proactive and

accomplished professional who consistently delivers outstanding results, I welcome the chance to connect

and discuss how my unique skill set can contribute to your organization's success.

Residence

1951 Canvas Way. London, ON N5X 0M1

Graduated From

Fanshawe College, London ON

Work Experience

Canada Life

Client Service Representative

November 2017 - January 2020

  • Excelled in Group Retirement Service, adeptly assisting customers with initial inquiries.
  • Responded promptly to Financial advisors' and clients' concerns, ensuring a high level of customer satisfaction.
  • Thoroughly verified pertinent information related to retirement products, services, and orders through diligent research and adherence to company regulations.
  • Resolved clients' and advisors' issues by proactively liaising with different departments and initiating work requests.
  • Achieved exceptional overall client and advisor satisfaction by taking prompt and relevant actions.

Vialto Partners -

Tax Process Specialist

November 2021 - June 2023

Spearheaded tax compliance as a process specialist, ensuring seamless engagement with clients.

Initiated and created comprehensive engagement documents, ensuring accurate and efficient tax

processes.

Conducted risk management checks, minimizing potential errors and ensuring regulatory compliance.

Managed the assembly of client-provided information, optimizing data organization for streamlined

tax services.

Utilized online tools to track and report clients' information, enabling effective communication and

planning.

Demonstrated versatility through cross-training in sourcing documents and E-filing, contributing to

ongoing process improvement.

PwC

Tax Process Specialist

January 2020 - November 2021

  • Functioned as a Tax Compliance Process Specialist
  • Initiated and formulated engagement documents
  • Conducted risk management assessments
  • Organized and compiled all client-provided information
  • Utilized online tools to monitor and document clients' data, managing client lists for tax service distribution
  • Underwent cross-training in document sourcing and E-filing, consistently handling related tasks

BestBuy Co.

Sales Specialist

October 2016 - July 2017

  • Collaborated closely with customer service to address customers' concerns and enhance the shopping experience.
  • Demonstrated versatility by providing efficient phone support and on-site technical assistance across various departments.
  • Instrumental in devising effective strategies for upselling, particularly with warranty offers, leading to increased customer satisfaction and revenue.

C&T Rentals Ltd.

Service Technician

April 2014 - June 2016

  • Demonstrated exceptional customer service skills, consistently building and maintaining strong relationships with clients through the delivery of professional and reliable services.
  • Ensured adherence to strict safety protocols and standards while performing equipment repairs, emphasizing the well-being of both customers and team members.
  • Collaborated effectively with colleagues, providing valuable assistance and support to enhance overall team performance and efficiency.

Languages

Language

Chinese: 

Native

Language

English: 

Professional

Education

Fanshawe College

Finance - post secondary diploma

2010 - 2013

Skills

  • Strong problem-solving abilities, capable of resolving installation challenges efficiently.

    Ability to work effectively in a team, collaborating with colleagues to achieve project goals.

    Excellent communication skills, facilitating clear and effective interaction with clients and team members.

    Proficient in Microsoft Office Suite and other relevant software.

    Fluent in English and Mandarin, enabling seamless communication in multicultural settings.

    Detail-oriented and highly organized approach to tasks,

    Ability to analyze data, identify trends, and make informed decisions to solve problems and improve processes.

CV SummaryContact