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Customer Service Financial Services

Location:
Gainesville, FL, 32608
Posted:
February 04, 2024

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Resume:

HONGCHI LIU

**** ** ****** **, ***********, FL **608 213-***-**** ad3day@r.postjobfree.com www.linkedin.com/in/liuhongchi

EDUCATION

University of Florida, Warrington College of Business Expected May 2024

Bachelor of Science in Business Administration, Finance Gainesville, FL

GPA: 4.0 / 3.73

Minor: Economics

FL Academic Scholars Award recipient

Named to President’s Honor Roll

WORK EXPERIENCE

World Financial Group August 2022 – March 2023

Financial Services Assistance Gainesville, FL

Provided extensive support to clients, excelling in administrative tasks, research, client communication, investment analysis, portfolio monitoring, and document management.

Collaborated closely with multiple Financial Advisors and Planners, offered support in various duties as required.

Performed various administrative tasks, completed financial market research, and identified and communicated with potential clients and business partners.

Investigated investment opportunities, monitored the performance of all portfolios, and drafted and reviewed monthly financial statements.

Maintained and managed documents and records and executed other tasks as assigned by supervisors.

Recognized and honored with the Intern of the Month award for consistently delivering outstanding work.

Yummy Taste Restaurant May 2022 – Present

Manager Orlando, FL

Ensure excellent customer service, address online complaints, and boost satisfaction through feedback utilization.

Welcomed patrons with warm and friendly customer service, achieving a perfect 100% positive review rate on customer comment cards.

Proactively managed online reviews on platforms including Google, DoorDash, and Uber Eats

Promptly addressing customer concerns, and offering complimentary vouchers to dissatisfied customers, successfully persuading over three negative reviewers to update their feedback.

Leveraged insights from customer comment cards to enhance the overall dining experience, resulting in a notable 9% increase in customer satisfaction.

Tea Bestea August 2021 – March 2022

Cashier and Boba Barista Gainesville, FL

Managed transactions, offered personalized recommendations, and ensured the swift preparation of beverages.

•Efficiently processed sales transactions and accurately calculated product or service costs.

•Recommended products based on solid understanding of individual customer needs and preferences.

•Made and served brand-specific café beverages per day with speed, quality and consistency.

LEADERSHIP & INVOLVEMENT

UF Chinese Student Association (CSA) Sep 2022 – May 2023

Financial Analyst Gainesville, FL

managing financial data and facilitating transparent communication across CSA departments

•generated and provided comprehensive financial statements to various departments within CSA

•conducting in-depth financial analysis, tracking budgetary allocations, and presenting clear and concise reports to ensure that each department had a comprehensive understanding of its financial standing.

•collaborated with department heads to identify areas of financial improvement, offering strategic insights and recommendations to optimize budget utilization.

ADDITIONAL INFORMATION

Language: English, Chinese (Strong working proficiency)

Technical Skills: Microsoft Excel, Word, PowerPoint, Python, Tableau.



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