Chrissy Lu
Pymble,NSW
Summary
Experienced and client-focused financial services professional with a strong background in trading platform support, client service, and technical service delivery. Adept at managing client’s emails, inbound calls and outbound calls while ensuring compliance with regulatory standards. Passionate about client service in finance industry,especially share investing and derivatives and continuous learning within fast-paced financial environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Client Service Executive
CMC Markets APAC & Canada
04.2024 - Current
- Managing client queries and provided comprehensive support for new intakes, Managing options calls, CFD crypto.
- Proficient in Salesforce CRM, Microsoft Office Suite Experiencing PEGA CRM for CFD.
- Developed strong relationships with clients and internal teams, contributing to a seamless client experience.
- Demonstrating a commitment to excellence, continuous learning, and development.
Client Service Executive
CMC Markets APAC & Canada
12.2022 - 09.2023
- Delivered high-quality technical support for equities trading systems, ensuring smooth client operations.
- Experience in checking account documentation. Familiar with funds transfer for client and trade on behalf for client.
- Actively resolved client issues, providing prompt and efficient service that enhanced client satisfaction.
- Collaborated with internal teams to improve service practices and develop strategies for service improvement. For example: settlement, on boarding, tax teams.
Customer Service and Logistics Officer
TPG Telecom
08.2021 - 11.2022
- Ranked among top performers in managing customer service and logistics, with a focus on troubleshooting and resolving network issues.
- Handled customer complaints, product returns, and provided logistical support, ensuring efficient operations.
- Acted as a First Aid Officer and Fire Warden, contributing to workplace safety and emergency preparedness.
Web Developer and Ecommerce Coordinator
Swanson Health Asia Pacific
12.2020 - 05.2021
- Developed and managed eCommerce platforms, enhancing user experience and site functionality.
- Provided customer support to ensure a smooth purchasing process for clients.
Web Developer & Customer Support
PC Market CI
05.2020 - 12.2020
- Developed web applications and provided technical support, improving system functionality and customer satisfaction.
Education
Master of IT - Business Information System
University of Technology Sydney
01.2019
Skills
- Can-do attitude and proactive problem-solving
- Positive mindset and continuous learner
- Self-motivation and drive
Certification
- Accredited derivatives advisor level 1 Kaplan
- Accredited derivatives advisor level 2 Kaplan
- RG146 Tier 1 Financial Product Advice - Kaplan
- Tier 1 RG 146 Securities - Kaplan
- Tier 1 Derivatives - General Advice - Kaplan
- Tier 1 Foreign Exchange - Kaplan Professional
Languages
- English
- Mandarin
Timeline
Senior Client Service Executive
CMC Markets APAC & Canada
04.2024 - Current
Client Service Executive
CMC Markets APAC & Canada
12.2022 - 09.2023
Customer Service and Logistics Officer
TPG Telecom
08.2021 - 11.2022
Web Developer and Ecommerce Coordinator
Swanson Health Asia Pacific
12.2020 - 05.2021
Web Developer & Customer Support
PC Market CI
05.2020 - 12.2020
Master of IT - Business Information System
University of Technology Sydney
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