Kairui (Carey) JIA
Burnaby
Summary
Client-focused professional with experience across financial services, optical healthcare, and customer-facing leadership roles. Experienced in senior client relationship management and team leadership within a Fortune Global 500 financial services organization, as well as hands-on optometry support in a retail healthcare setting and frontline operations supervision in a fast-paced café environment. Strong in customer communication, compliance awareness, team coordination, and service quality management.
Overview
6
6
years of professional experience
Work History
Senior Client Advisor
Taikang Life Insurance Co., Ltd. (Fortune Global 500 Financial Services Group)
08.2025 - Current
- Developed tailored insurance solutions based on client needs and financial goals.
- Managed a portfolio of high-value clients, providing ongoing policy servicing and long-term relationship support.
- Analyzed client feedback to drive process improvements and optimize service delivery.
Optometry Assistant
Grace Eyewear
11.2022 - 08.2025
- Greeted patients and documented medical records to keep office running efficiently and effectively.
- Maintained detailed records of test results by entering data and patient information into computer.
- Educated patients on eyewear options and proper lens care techniques.
- Trained new staff on office procedures and patient interaction protocols.
Barista Supervisor
The Alley
02.2020 - 10.2022
- Generated friendly atmosphere by encouraging employees to greet and speak to customers.
- Trained and mentored team members to improve performance and foster a collaborative environment.
- Implemented inventory management systems to optimize stock levels and reduce waste.
- Analyzed sales data to identify trends, inform merchandising decisions, and boost profitability.
Education
Bachelor of Arts - Psychology
Simon Fraser University
Burnaby, BC12.2022
Bachelor of Arts - Learning And Developmental Disabilities
Simon Fraser University
Burnaby, BC12.2022
Skills
- Consultative Selling
- Client Relationship Management
- Investment strategies
- Customer Needs Assessments
- Team Leadership & Staff Training
- Bilingual Communication (Fluent in English and Mandarin)
Timeline
Senior Client Advisor
Taikang Life Insurance Co., Ltd. (Fortune Global 500 Financial Services Group)
08.2025 - Current
Optometry Assistant
Grace Eyewear
11.2022 - 08.2025
Barista Supervisor
The Alley
02.2020 - 10.2022
Bachelor of Arts - Psychology
Simon Fraser University
Bachelor of Arts - Learning And Developmental Disabilities
Simon Fraser University