Chu Fung Lui
SALFORD,UK
Summary
A detail-oriented officer with four years of settlement, fund management, and client support experience. Searching for a new career opportunity in the UK and meet new challenges with a can-do attitude
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Customer Service Officer
Shoalter Automation
Salford, UK
04.2023 - 03.2025
- Handle consistent volume of calls, emails, and chats efficiently and professionally. e.g 'Managed over 50 customer calls per day',
- Deliver excellent service through consulting solutions, improving customer satisfaction levels.
- Provide proactive follow-up and quality services to ensure client retention.
- Collaborate with internal parties to ensure timely, efficient, and effective service delivery.
- Support special and ad hoc projects to ensure smooth team operations.
- Warmly greeted customers with positive telephone etiquette, asking well-rounded questions to identify issues.
- Utilised strong communication skills for handling customer complaints effectively.
Officer
China Merchants Bank
08.2021 - 10.2022
- Monitor and execute stock settlement instructions efficiently and accurately
- Monitor and process corporate actions such as dividends, stock splits, mergers, tender offers, rights issues, and bond redemptions.
Review and validate event notifications received from custodians, depositories, and exchanges.
Ensure corporate action instructions are processed accurately within internal systems.
- Monitor and process physical scrip deposits and withdrawals to provide efficient services to customers and maintain record in timely and accurate manner
- Perform check and control on processes including static data maintenance, customer position update and pricing information update and handle reconciliation of General Ledge accounts, preparation of transaction and miscellaneous reports, etc.
- Follow up with brokers and custodians to clean up any unmatched/unsettle instructions
- Participate in project initiative and UAT for system enhancement
- Communicated effectively with client regarding enquiries using advanced communication skills.
- 'Managed over 10-20 customer calls per day',
Officer
Bank of Communications Trustee Limited (HK)
hong kong
11.2018 - 07.2021
- Execute daily trade settlement operations, handle settlement cycle, and follow up with counter-parties for any exceptional items
- Operate various settlement systems,including but not limited to SWIFT,CMU,CCASS,EUROCLEAR
- Maintain static data in internal custody system
- Perform cash and position reconciliation between internal and external records
- Assist team to perform other administrative work
Education
BA (Hons) Business and Finance - Business And Finance
Coventry University
Coventry 08.2014 - 05.2017
Msc Business and Management - Business And Managemnt
Aston University
Birmingham 09.2017 - 09.2018
Skills
- Microsoft Office(VBA)
- Technical product knowledge
- Email correspondence
- Office 365 usage
- Interpersonal communication
- Salesforce
- Project Management
- Finance services
- Time efficiency
- Problem Solving
- Multitasking
- Good Communication Skill
- Good Organization Skill
- Customer Service
- Flexibility
Languages
Cantonese
Mandarin
English
Affiliations
- doing some exercises(e.g gym/basketball)
Timeline
Customer Service Officer
Shoalter Automation
04.2023 - 03.2025
Officer
China Merchants Bank
08.2021 - 10.2022
Officer
Bank of Communications Trustee Limited (HK)
11.2018 - 07.2021
Msc Business and Management - Business And Managemnt
Aston University
09.2017 - 09.2018
BA (Hons) Business and Finance - Business And Finance
Coventry University
08.2014 - 05.2017
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