LINH NGUYEN
HCM
Summary
Financial planning graduate with 2 years' experience delivering excellent clerical support in a professional environment. Passionate about helping clients meet financial goals through sound advice and effective portfolio management
Overview
2
2
years of professional experience
Work History
Program Support Assistant
PSYMe - Nonprofit Organization
02.2023 - 12.2023
- Implemented AI-driven RPA to automate data entry processes, reducing manual workload by 20%
- AI-driven tools assist with scheduling meetings, managing calendars, and prioritizing email
- Addressing client inquiries effectively and concerns promptly.
- Assisting and supporting trainee counselors in all daily administration duties, ensuring that workflows are followed and up-to-date.
Customer Service Representative
Three Beans
02.2023 - 10.2024
- Employed AI chatbots to provide instant customer service and internal support.
- Leveraged AI-powered scheduling tools to optimize meeting coordination, improving team efficiency
- Used AI to produce automated reports on customer spending habits, allowing for better targeted marketing
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Boosted sales with effective upselling techniques.
Education
Bachelor of Business - Financial Planning And Services
Queensland University of Technology
Brisbane2022
Skills
- High word processing skill - 100wpm
- Proficiency in Microsoft Office suite
- Fluent in English and Vietnamese
- Proficiency in AI-related tools and technologies
Accomplishments
QUT Business School, Statement of Advice (SOA) construction practice (2022)
- Analyzed client financial data and objectives to create personalized SOA, outlining financial strategies, product recommendations, potential risks and associated costs.
- Ensured the accuracy and compliance of all SOA, adhering to regulatory requirements and industry best practices.
- Utilized AI for portfolio optimization, analyzing market trends and generating data-driven investment recommendations
Timeline
Program Support Assistant
PSYMe - Nonprofit Organization
02.2023 - 12.2023
Customer Service Representative
Three Beans
02.2023 - 10.2024
Bachelor of Business - Financial Planning And Services
Queensland University of Technology
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