Guay Li Shan

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

• Greeted customers and helped with product questions, selections, and purchases.
• Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
• Attend to customers; answer inquiries, make recommendations, etc
• Assist in customer purchases and payment transactions
• Monitor stock levels of supplies and inform Supervisor, when ordering of supplies is needed
• Handling daily retail operations, including opening and closing procedures
  

Attend to customers; answer inquires, make recommendations, etc

▪ Assist in customer purchases and payment transaction

▪ Provide excellent customer service at all times

▪ Monitor stock levels of suppliers and inform supervisor, when ordering of supplies is needed

▪ Handling daily retail operations, including opening and closing procedures

▪ Ensure cleanliness of outlets is always maintained

• Handling both Accounts Receivable and payable accounts
• Handle billing Invoice
• Do Ad-hoc task

• Clerical and general administration
• Filing documents, setting up proper records and systems
• Assist on payroll calculation for employees
• Perform another ad-hoc task as assigned
• Assist with updating accounting records into accounting software and excel