Overview
Work History
Education
Skills
Reference
Timeline
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Ella Wu

Rhodes,NSW

Overview

5
5
years of professional experience

Work History

Client Management Training Specialist

StoneX Group Inc.
Sydney, NSW
05.2022 - Current

In my 2 years tenure, I have proven to be a valuable team member and a standout. I am not just able to do a high number of contacts but provides top-notch service.

I passed Specialist exams after joining team for 6 months and being promoted to Training Specialist in Nov 2023 due to my contribution of building AUCN Client Management Wiki Page.

Job duties:

  • Day to day support of client including:

-Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
-Trade research/Quotes
-Determine minimum maintenance requirements for all currency pairs, CFD’s, metals and commodities and calculate the liquidation values of the products we offer. Provide products info to client

-Handle with trading disputes

-Cash adjustment and payment reconciliations for clients

-Obtain approval with compliance and collaborating with operation department

-Collect and verify KYC documents

-Align with sales team, be familiar with all data and be revenue driven

-Fully understand internal system including Salesforce, Meta

Manager,GC Hub and G2

  • As a CS specialist :

-Lead on project of company CS's wiki page building

-Take responsible of training new representatives

Administration Assistant

Olea Home Centre
Sydney, New South Wales
02.2020 - 07.2021

Part-time operations and admin assistant at a Flat-pack cabinets supplier warehouse

Job duties:

  • Managed warehouse Inventories system updates using internal Access software Monitored daily shipping, handling and receiving to promote smooth operations in warehouse and improve customer's satisfaction to maintain the 5 stars in company's Google review
  • Troubleshoot and assist formulating strategies for expected and unanticipated logistic issues to optimize supplier logistic systems
  • Input and divide customer information into spreadsheets by the customer's status for sales team to easily follow up
  • Increase the efficacy of sales teams by 50%. Assist with price quotation of sales team and draft the price quote to be sent to clients
  • Manage and sort company incoming emails and phone call enquires.
  • Assist with marketing team to post advertisement on Gumtree,facebook and use Canva software to do post design

English Interpreter at ICC Fine Food Trade Show

BabystereXBabyster Pty Ltd
Sydney, NSW
09.2019 - 10.2019

Job Duties:

  • Delivered Interpretation and customer service to clients in trade show.
  • Reviewed and analyzed briefing materials before starting each interpretation.
  • Provided appropriate contextual information to increase clients understanding of products.
  • Basic secretary jobs including assistance of personnel placements during exhibition.
  • Assisted with exhibition organization.

Education

Bachelor of Commerce - Accounting

The University Of Sydney
Sydney NSW
06.2020

Master of Arts And Social Science - Interpreting And Translation

The University Of New South Wales
Sydney NSW
05.2022

Skills

  • Accounting knowledge, MYOB system
  • English & Mandarin translation and Interpreting skills
  • Administration knowledge
  • Internal system: Salesforce, Meta Manager
  • Proficient in Microsoft Word,Outlook,Excel (vba/sumif/pivot table/Vlookup/grouping),Access
  • Database entry

Reference

Will be provided upon request.

Timeline

Client Management Training Specialist

StoneX Group Inc.
05.2022 - Current

Administration Assistant

Olea Home Centre
02.2020 - 07.2021

English Interpreter at ICC Fine Food Trade Show

BabystereXBabyster Pty Ltd
09.2019 - 10.2019

Bachelor of Commerce - Accounting

The University Of Sydney

Master of Arts And Social Science - Interpreting And Translation

The University Of New South Wales
Ella Wu