Yen Fung

Client Relationship Specialist

Yen Fung is a highly qualified expert, working in Charles Schwab main office of which is in 1096. as a Client Relationship Specialist from 2020. This expert gained professional experience in more than eight positions at various companies. Yen Fung went to the University of California San Diego and got education from 2012. This professional has such qualifications as Certificate of Completion - Excel Intermediate. Hayward, California is the city, where the professional was known to be located. Yen Fung's phone and email are easily accessed through this website on demand.
Name variants:
Yen Fung
Last updated Jun 24, 2024

Contact Information

Last Update
Jul 10, 2022
Email
ye**@xcomglobal.com
Location
Hayward, CA
Company

Workplace

Charles Schwab
Client Relationship Specialist

San Francisco, CA

Industry

Financial Services, Security Broker/Dealer

Work History

Client Relationship Specialist

211 Main St, San Francisco, CA 94105
from Apr 2020

Senior Partner Specialist

595 Market St #200, San Francisco, CA 94105
Manage weekly/biweekly meetings with partners to discuss KPIs/SLAs, strategy plans, action items and goals Develop and maintain performance dashboard, including Quality Assurance and metri...
Jul 2018 — Jan 2020

Third Party Vendor Management Specialist

595 Market St #200, San Francisco, CA 94105
Dec 2015 — Jun 2018

Payment Solutions Specialist

595 Market St #200, San Francisco, CA 94105
Hired to engage borrowers with the utmost respect and dignity, working empathetically and patiently with them to resolve delinquencies. Determine best course of action to help cure late-stag...
Feb 2015 — Dec 2015

Member Support

595 Market St #200, San Francisco, CA 94105
Recruited as the first point of contact with current and future customers via email and phone in order to respond to questions about programs. Assisted clients in navigating website and init...
Dec 2013 — Jan 2015

Account Executive and Sales Assistant

5065 east Hunter Ave, Anaheim, CA 92807
Generated warm leads and established new sales opportunities. Coordinated with sales representatives to respond quickly to customer need requests and problems. Supported inside sales represe...
Apr 2012 — Aug 2013

Customer Care Representative

5910 Pacific Center Blvd #320, San Diego, CA 92121
Served as the face of the organization. Handled all Internet service requests and technical support questions through email and phone. Managed inventory to ensure Mi-Fi products were functio...
Apr 2011 — Mar 2012

Coordinator Tutor

San Diego, CA
Sep 2008 — Dec 2010

Education

Bachelor of Arts in Cognitive Science

San Diego, CA
from Jun 2012
2007 — 2012

Occupations

Accountant
Finance and Accounting Specialist
Executive
Partner
IT Professional
Software Tester
Managing Partner
Accounting Bookkeeper
Bookkeeper
Chief Executive
Computer Specialist

Skills

Customer Service
Microsoft Excel
Powerpoint
Sales
Microsoft Office
Salesforce.com
Crm
Marketing
Management
Leadership
Social Networking
Social Media
Time Management
Microsoft Word
Event Planning
Recruiting
Marketing Strategy
Data Analysis
Microsoft Powerpoint
Mastery of Microsoft Office Programs Proficient in Photoshop
CRM Applications
and Google Docs Fluent in Vietnamese Typing Speed: 80 wpm

FAQs about Yen Fung

What is the profession of Yen Fung?

This professional's job is Client Relationship Specialist

What jobs is Yen proficient at at?

The expert is a professional Accountant and Finance and Accounting Specialist jobs.

Where does Yen Fung live?

Hayward, California is the place where Yen Fung lives

What is Yen's email?

Yen Fung's email is ye**@xcomglobal.com.

How many companies did Yen Fung work at?

Yen Fung worked at eight jobs.

What education does Yen Fung have?

Yen studied at the University of California San Diego from 2012.

Are there any certifications, that Yen Fung has?

The professional received the following certifications: Certificate of Completion - Excel Intermediate.

What languages does Yen Fung speak?

Yen Fung speaks English and Vietnamese.
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