Evelyn Chua Hui Ping
Summary
Adept in streamlining operations for efficiency and excelling in fast-paced environments. Leveraged strong interpersonal skills and analytical capabilities to enhance client satisfaction and operational workflows. Achieved significant process improvements, demonstrating a meticulous and results-oriented approach.
Overview
9
9
years of professional experience
Work History
Client Case Executive
Sterling RISQ
05.2022 - Current
- Collaborated with back-office team members to facilitate seamless business execution.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- To ensure all clients packages are set up correctly; screening requests are initiated in accordance with clients’ service level agreements (SLAs).
- Identify client’s requested package and/or element and update tracking sheet.
- Review documents/information received, proceed to Task: Check for completeness.
- Confirm all the AMY elements tabs (elements that can proceed with verification/check) are updated accordingly.
- Proceed with new request in AMY A.
- Proactively identify areas for improvements and make recommendation to the processes undertaken on a regular basis.
- Review or update element pricing, where necessary.
- Handle client onboarding process whereby we need to set up the package and element for them, after which we need to record keeping for the document in the system.
- Managing queries ,complaint cases, case escalations from client/candidate through various channels.
- Ensure that cases/complaints are resolved within a reasonable timeframe by maintaining effective communication with clients and intermediaries.
- Provide internal and external clients and candidate with regular updates on case resolutions.
- Response to client's queries timely and accurately, investigating on invoice dispute, update client setting.
- Manage and respond to email enquiries raised by clients in a timely manner.
- Support in delivery report for client business review.
- Ensure due diligence is performed on existing clients.
- Engage clients and internal business teams to obtain relevant AML information and documentation.
Policy Service Officer
Prudential Assurance Company Singapore
01.2018 - 07.2019
- Maintained accurate records of daily activities, allowing for easy retrieval of information when needed for follow-up actions or administrative purposes.
- Handle end to end multiple transaction requests.
- Handle appeal and cases escalated for complaints.
- Perform policy assessment for all the client transaction.
- Processing and validating of policy submitted.
- Performing data entry of client transaction and process the document into the system for submission.
- Check and validate all the document and ensuring it meets requirement and matches the submission checklist.
- Review and check information – patients’ data, types of investment plan, health plan etc , making sure data is correctly input into system.
FXMM Processing Officer
Bank Julius Baer
04.2016 - 04.2017
- Responsible for timely and accurate processing for all interbank Bonds/FXMM/FX Option/ IRS Confirmations/Settlement.
- Processing Counterparty Long form confirmation and resolve any discrepancies to relevant groups.
- Investigate and resolve cash breaks discrepancies between
agent banks and cash reconciliation team. - Resolve issues handle queries from internal and external client on trade matters.
- Identify and investigate Nostro or account reconciliation breaks.
- Liaise with counter-parts including custodian/ clients relationship manager/ Middle office/Finance to ensure relevant discrepancies are addressed and resolve timely.
- Daily updating and reporting on swap valuation through DTCC (Depository Trust & Clearing Corporation).
- Responsible for EOD reports, and payments reporting to ensure they are kept in line with the market.
- Identify and ensured various gaps between processing system are addressed accordingly.
Settlement Officer
Chang Hwa Commercial Bank
05.2015 - 04.2016
- Streamlined the settlement process for quicker turnaround times, improving overall efficiency.
- Managed high-volume caseloads, prioritizing tasks to meet tight deadlines and maintaining attention to detail.
- Identified areas for process improvement, implementing changes that ultimately led to increased productivity and enhanced client satisfaction.
- Ensured client confidentiality by maintaining strict adherence to privacy policies and procedures, protecting sensitive information from unauthorized access or disclosure.
- Ensure timely and accurately trade capture and deal maintenance for Asia originated derivatives trade for foreign exchange.
- Ensure proper settlement and timely resolution for processing of Bonds, FX, money market, swap, bond settlement, MAS bill via swift.
- Pre matching and verifying of the trades confirmation and tickets from dealer through Bloomberg.
- Responsible for trade verification our treasury system.
- Follow up with dealers and counterparties for every trades.
- Preparing and processing of monthly fees to our custodian.
- Investigate and resolve any trades discrepancies.
- Ensure that key middle office control are performed daily such
as trade activity, position and risk in our treasury system.
reconciliation. - Book keeping for position Investigate and resolve any trades
reconciliation and fund transfer to ensure sufficient balance for our custodian for designated bank for settlement.
Education
Bachelor of Commerce - Banking And Finance
Murdoch University
06.2015
Skills
- Interpersonal Skills
- Detailed Oriented/High level of accuracy
- Self Driven
- Customer/Client-Oriented
- Ability to work under fast paced environment
Timeline
Client Case Executive
Sterling RISQ
05.2022 - Current
Policy Service Officer
Prudential Assurance Company Singapore
01.2018 - 07.2019
FXMM Processing Officer
Bank Julius Baer
04.2016 - 04.2017
Settlement Officer
Chang Hwa Commercial Bank
05.2015 - 04.2016
Bachelor of Commerce - Banking And Finance
Murdoch University
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