Experience

Succession Plus

• Australia
• Business Consulting and Services
• 1 - 100 Employee

• Client Services Manager

  • Jan 2023 - Present

  1. Managing around 70 clients’ portfolio, including employee offer, share allocation, redemption etc. Maintenance of clients and employees’ record. 2. Develop and maintain relationships with clients, employees & advisers. Communicate with clients and employees effectively, conduct regular meeting with clients to discuss the requirement and improvement. 3. Assist with the on-boarding and integration of new client, prepare documents based on clients’ requirement, provide suggestion and advice on the employee share plan set up. 4. Completion of Trust documents lodgment and registration, ensure clients' ESOP documents completed on time. 5. Provide System Demo to clients and employees on how the ESOP Portal running. 6. Establish the ESOP Operational procedures, identify opportunities for improvement of processes and procedures for the delivery of services. 7. Liaise with Clients and manage the ATO reporting for employees. 8. Assist employees' enquires across the Employee Share Plan Scheme. 9. Identify system bug and issue, liaise with IT to implement ESOP Portal. 10. Assist other team members when needed. Show less



Perpetual Limited

• Australia
• Financial Services
• 700 & Above Employee

• Client Services Officer

  • Apr 2021 - Jan 2023

  1. Monitor and report transactions, coordinate invoice approvals and payments. 2. Process large volume and value of payments which including domestic, International, BPAY & Direct Entry File as clients request; Booking FX rates with dealers. Make sure all the payments processed on time and accurately. 3. Arrange view access for external and internal Stakeholders, assist account opening/closing request for clients across different banks. 4. Provide statements/remittance/invoice to clients where required. 5. Manage Corporate & Commercial actions. 6. Respond to client enquiries relating to various services, financial products, fees and conditions. 7. Communicate effectively on issues / problems to Senior Management and ensure a proper and timely follow-up to ensure resolution. 8. Share knowledge with team and assist team member and managers when it is needed. Provided training to new stafffs. Show less



Link Market Services

• Australia
• Financial Services
• 300 - 400 Employee

• Senior Client Service officer

  • Mar 2015 - Apr 2021

   Assisting Team leader/ Manager in maintaining day to day activities including Transactional processing (Contribution purchase/Option exercise/Sales/International stock trading etc), Auditing daily work processing, authorise Share trading, Activity prioritization, Payment authorization, and management of critical and urgent processing requests and enquiries.  Partnering with Team Leader and Manager of EPS on the identification of risks and the implementation of appropriate operational and procedural controls. Maintain an in-depth knowledge of the client’s Employee Share Plans, Analysis and identify the system issue, flag to Manager and other team member, implement the system to be more effect and accurate. Maintenance of appropriate administration and processing records. Manage and coordinate incidental project requirements within EPS. The range of projects Including: system or procedural improvements or awareness; Client initiated tasks outside of daily operations; Periodic, regulatory projects (such as ATO reporting). Managing some key Clients monthly reports, analysis and investigate the discrepancy of Issue Capital and share balance in our system. Reconcile accounts in an accurate and timely manner and in accordance with agreed service standards. Liaise with broker regarding all trading issues, such as sales/transfer/settlement/funding etc. Assisting Managers and team leader to provide the training to new team member.  Test new function of system in UAT environment and sign off the project when it is fully working. Show less

• Share Plan Porject Officer –Equity Plan Solutions

  • Apr 2010 - Mar 2015

   Managing and maintaining all Clients’ employee share plans projects. Liaise with Client Relationship Managers on a constant basis, and work together to meet client’s requirement.  Managed employees portfolio, provide various services such as; employee share offers, allocations, sales, option/right exercises and other daily supports.  Provide the monthly report to CRM and Clients.  Reconcile the share units and cum balance discrepancy during the dividend period. Maintain Clients’ trust account and sent the report to Clients monthly. Manage Alcoa, Exxon Mobile Corporation, GE, GSK etc international Client’s sales and transfers. Assist employees and answer their various enquiries daily.  Communicate with my team members on a constant basis to ensure everything runs smoothly. Show less



Link Market Services Limited

• Sydney Area, Australia

• Data management administration

  • Apr 2008 - Apr 2010

   Validate and process all investor’s transactions on time  Assist senior staff and manage with all manual and investor management group inbox requests, collect information and send out processing clearance to all;  liaise with internal and external clients, ensure high quality standard maintained;  Provide training for new staff, help other staff with processing queries;  Attend client AGMs and register all visitors and shareholders.  Validate and process all investor’s transactions on time  Assist senior staff and manage with all manual and investor management group inbox requests, collect information and send out processing clearance to all;  liaise with internal and external clients, ensure high quality standard maintained;  Provide training for new staff, help other staff with processing queries;  Attend client AGMs and register all visitors and shareholders.



ShenYang Taoxian International airport, China

• Junior website designer

  • Apr 2004 - Dec 2006

   Use web design software to develop the airport website. Maintain the airport website, update the airport’ news and flight schedule.

• IT Help desk

  • Sep 1998 - Apr 2004

   Daily maintain and manage traveller’s departure control system (DCS-British videcome company), ensure the system work in a 24 x 7 operation. Install and configure system according the request of terminal users. Patch systems with latest patches. Provide face to face and phone technologic service to terminal user, troubleshooting and solve the network problem.