Grace Pui Sze Tang
Pension Services
Summary
Grace has over 15 years of experience in pension administration and customer services. She is an encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills.
Overview
18
18
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Senior Manager, Pension Administration
BestServe Financial Limited
07.2016 - 06.2019
Lead and manage an Operation Team of 10 team members to provide administrative services to provident funds clients under Sunlife Basic and Comprehensive Scheme as well as Sunlife MPF Master Trust Scheme.
Participate in ad hoc projects and system enhancement projects including DIS, Rebranding, AML as well as system revamp projects.
Assist Operation Head in ensuring smooth running of internal MPF operation in alignment with the business and compliance requirement.
Manage and drive team productivity to achieve/exceed the required internal and external standards of services.
Manager, Pension Administration
BestServe Financial Limited
09.2013 - 07.2016
Lead and manage an Operation Team of 10 team members to provide administrative services to provident funds clients under Sunlife Basic and Comprehensive Scheme as well as Sunlife MPF Master Trust Scheme.
Assist Operation Head in ensuring smooth running of internal MPF operation in alignment with the business and compliance requirement
Review administrative procedures and work effectively with various departments to standardize procedures and enhance workflow.
Assistant Manager
AIA Pension and Trustee Company Limited
07.2010 - 09.2013
Lead and manage a Customer Services Sub-team of 5 team members to provide customer services and administrative services to around 30,000 provident funds accounts including major clients and SME clients
Conduct client visits, presentations and members’ briefing as well as handle clients’ enquiries and complaints
Perform review on communication to clients e.g. letters/ reports/ statements/presentation materials and coordinate projects on forms/ letters/ statements amendment
Monitor team performance and lead team to complete assigned transaction within service benchmark
Senior Account Executive
AIA Pension and Trustee Company Limited
01.2008 - 06.2010
Provide customer services and administrative supports to around 800 provident funds accounts including major clients and SME clients
Assist in system enhancement projects
Conduct member briefings and handle clients’ enquiries
Provide supervision and comprehensive trainings to team members
Account Executive I and II
AIA Pension and Trustee Company Limited
09.2004 - 12.2007
Provide customer services and administrative supports to around 800 provident funds accounts including major clients and SME clients
Complete assigned transactions within service benchmark
Administrator
Manulife International Limited
08.2001 - 09.2004
Provide administrative supports to customers and intermediaries
Complete assigned transactions within service benchmark
Education
Bachelor of Economics And Finance
University of Hong Kong
09.1998 - 06.2001
Certification
Six Sigma Green Belt issued by Six Sigma Institute
Timeline
Six Sigma Green Belt issued by Six Sigma Institute
06-2017
Senior Manager, Pension Administration
BestServe Financial Limited
07.2016 - 06.2019
Manager, Pension Administration
BestServe Financial Limited
09.2013 - 07.2016
Assistant Manager
AIA Pension and Trustee Company Limited
07.2010 - 09.2013
Senior Account Executive
AIA Pension and Trustee Company Limited
01.2008 - 06.2010
Account Executive I and II
AIA Pension and Trustee Company Limited
09.2004 - 12.2007
Administrator
Manulife International Limited
08.2001 - 09.2004
Bachelor of Economics And Finance
University of Hong Kong
09.1998 - 06.2001