Lita Chang ( Josh)

• Enhanced client satisfaction by providing tailored financial advice and wealth management strategies.
• Cultivated long-lasting relationships with clients through consistent communication and personalized service.
• Increased assets under management by identifying opportunities for portfolio growth and diversification.
• Streamlined internal processes for improved efficiency, resulting in higher client retention rates.

Mentored junior advisors, fostering professional growth and contributing to team success.

• Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
• Helped customers locate products and checked store system for merchandise at other sites.
• Prepared merchandise for sales floor by pricing or tagging.
• Rotated stock and restocked shelves to maintain product availability and store appearance.
• Managed returns, exchanges and refunds in accordance with store policy.
• Answered customer questions about sizing, accessories, and merchandise care.
• Provided positive first impressions to welcome existing, new, and potential customers.
• Engaged with customers to build rapport and loyalty.

• Anticipated and planned for department seasonal needs.
• Communicated with vendors to answer questions, order samples and resolve issues.
• Organized store merchandise racks and displays to promote and maintain visually appealing environments.
• Produced weekly, monthly, quarterly and yearly sales reports for senior management.
• Verified products appeared at correct locations in proper quantities.
• Collaborated with store managers to devise store layouts and establish aesthetic appeal.
• Monitored inventory levels and kept adequate stock in product displays on sales floor.
• Generated weekly, monthly and quarterly sales reports to highlight milestones and activities.
• Conducted weekly walk-throughs with store manager to discuss interior visual displays and store window presentation

• Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
• Helped customers locate products and checked store system for merchandise at other sites.
• Prepared merchandise for sales floor by pricing or tagging.
• Rotated stock and restocked shelves to maintain product availability and store appearance.
• Answered customer questions about sizing, accessories, and merchandise care.
• Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
• Engaged with customers to build rapport and loyalty.
• Assessed customer needs and utilized suggestive selling techniques to drive sales.

• Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
• Helped customers locate products and checked store system for merchandise at other sites.
• Prepared merchandise for sales floor by pricing or tagging.
• Rotated stock and restocked shelves to maintain product availability and store appearance.
• Answered customer questions about sizing, accessories, and merchandise care.
• Engaged with customers to build rapport and loyalty.