Yerkezhan Kassenova
Client Support Executive
Hong Kong
Summary
Experienced client success and operations professional with a strong background in client onboarding, KYC/AML compliance, and cross-functional coordination. Proven ability to manage both client-facing and operational workflows.
Overview
8
8
years of professional experience
Work History
Customer Success Executive
Osome
11.2022 - Current
- Led end-to-end client onboarding processes, including the collection and verification of personal and corporate documents.
- Performed Know Your Customer (KYC) and AML checks using internal platforms and third-party tools to assess client risk and meet due diligence requirements.
- Acted as a key liaison between clients and internal departments such as Corporate Secretary, Accounting, Audit, and Sales, ensuring seamless communication and operational alignment.
- Received over 130 five star ratings for client queries.
- Supported internal process improvements and shared best practices to enhance the onboarding workflow and customer experience.
Payroll Associate
Mazars Group
05.2022 - 11.2022
- Advised over 10 companies on MPF administration, salary calculation, and subsidy collection.
- Leveraged data for clients’ statutory obligation of year-end tax filing and reporting.
Native English Teacher
Beaver Kids, Cherry Tree Education
03.2021 - 12.2021
- Planned and organized lesson plans for multiple age groups.
- Constantly communicated the progress and presented suggestions for improvement to the parents.
Wealth Management Manager
AIA International
08.2020 - 02.2021
- Arranged meetings and appraised current financial needs of over 50 clients.
- Provided all-rounded financial solutions to customers, including risk management, retirement planning, asset allocation, and investment.
Research Analyst (Internship)
Lynk Global
05.2018 - 07.2018
- Developed a strategic plan for the implementation of the new “Survey” service in 1.5 months.
- Negotiated with vendors in slashing administration costs and fees, while ensuring the continuation and enhancements of services.
Education
Bachelor of Business Administration (Hons) - Human Resources Management and Marketing
Hong Kong Baptist University
Hong Kong09-2020
- Academic Exchange Programme
Vrije Universiteit Amsterdam
Netherlands 04.2001 -
Diploma of Secondary Education -
Nazarbayev Intellectual School of Physics And Mathematics
Kazakhstan05-2015
Skills
Language: English (fluent), Russian and Kazakh (native), Spanish and Mandarin (beginner)
Computer and Soft skills: Microsoft Office, C basics, SPSS, customer relations, team leadership
Team leadership
Languages
English
Bilingual or Proficient (C2)
Russian
Bilingual or Proficient (C2)
Kazakh
Bilingual or Proficient (C2)
Spanish
Elementary (A2)
Timeline
Customer Success Executive
Osome
11.2022 - Current
Payroll Associate
Mazars Group
05.2022 - 11.2022
Native English Teacher
Beaver Kids, Cherry Tree Education
03.2021 - 12.2021
Wealth Management Manager
AIA International
08.2020 - 02.2021
Research Analyst (Internship)
Lynk Global
05.2018 - 07.2018
- Academic Exchange Programme
Vrije Universiteit Amsterdam
04.2001 -
Bachelor of Business Administration (Hons) - Human Resources Management and Marketing
Hong Kong Baptist University
Diploma of Secondary Education -
Nazarbayev Intellectual School of Physics And Mathematics