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Customer Service Sales

Toronto, Ontario, Canada
January 05, 2017

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* ********* ****, *******, ******* M*V *N5

(Tel): 416-***-****

OBJECTIVE: To secure a Call Center Representative position


Business Accounting Administrative Diploma

Over ten years experience providing customer service both one-on-one or the counter services

Expertise in listening to clients’ needs and comfortable in dealing with diverse backgrounds to ensure optimal satisfaction

Familiar with call center operations: communicated to call center representatives from investment fund companies in regular basis

Ability to overcome challenges through in-depth analysis and creative pursuit of solutions

Excellent organizational skills with the ability to prioritize workload: dealt well with company deadlines in a fast paced environment

Excellent communication skills both written and verbal in English, Cantonese and Mandarin

Flexible to work various shifts: weekends, holidays and evenings


Supply Clerk Oct 2003-Present

Canadian Forces

Provide timely, value-added information, advice and recommendations taking into account by the latest developments from the chain of command

Verify inventory in the warehouse in-order-to communicate with the depot for the needed merchandise

Verify the identification and explain the entitlement of the customer based on personal categories ensuring proper supplies are issued

Exchange uniform or instruments upon customers’ request

Take measurements from customer to supply correct uniform and gears

Process orders from various sources at procurement office

Manage internal manuals and computerized record-keeping in accordance with regulations

Follow schedule to remind the customer’s appointment by telephone contact

Investment Consultant Jul 1998-Nov 2013

W.H. Stuart, Markham, ON

Responded to customers’ questions and listened to issues regarding financial situation and provided solution in a timely fashion

Made appointment with customers in their best convenience

Recommended a full range of investment solutions taking into account upon the clients’ current financial situation, risk profile, time horizon, and other personal factors

Completed documentations for Investment Fund sales

Built and strengthened relationships with new and existing clients while meeting clients’ short and long term financial needs

Designed investment portfolio as leverage and collateral strategies upon clients’ financial ability in order to reach financial goals

Proactively established, developed and maintained strong client relationships through regular contact

Helped customers to file tax returns to get maximized refund


Canadian Securities Course 2013

Investment Funds Course Institute

Business Accounting Administration Diploma 2005

Canadian Business College

Investment Funds Course 1998

Investment Funds Course Institute

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