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Amanda ChinAC
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Amanda Chin

@amandachin2

Customer Success leader with 15+ years driving client satisfaction, revenue growth, and operational efficiency.

Canada
Message

What I'm looking for

I seek a collaborative role where I can lead client success, improve processes, mentor teams, and apply tax/financial compliance expertise to drive measurable outcomes.

I am a multilingual Customer Success professional with 15+ years of cross-industry experience in client relationship management, financial services, tax compliance, insurance, and private healthcare. I have a proven track record of driving customer satisfaction, revenue growth, and operational efficiency through strategic communication, risk assessment, and process optimization.

My achievements include improving policy retention by 25% as a licensed life insurance agent, processing 100+ annual tax returns with full regulatory compliance, raising $500K+ annually through community engagement, and mentoring teams to lift performance. I bring strong CRM and tax software expertise, a focus on compliance, and a collaborative leadership style that improves outcomes and scales operations.

Experience

Work history, roles, and key accomplishments

DC

Tax Consultant / Independence Audit Analyst

Feb 2020 - May 2024 (4 years 3 months)

Processed 100+ annual tax returns for SMEs and private entities ensuring full CRA/IRS compliance and advised 50+ international clients on cross-border tax, reducing liabilities through strategic filings; conducted independence audits identifying and resolving 10+ conflicts annually.

CI

Private Client Portfolio Officer

CI Investment

Oct 2014 - Jul 2016 (1 year 9 months)

Verified client data for AML/KYC compliance reducing discrepancies by 20% and compiled year-end tax packages for high-net-worth individuals to support accurate reporting.

Education

Degrees, certifications, and relevant coursework

CPI (Crisis Prevention Institute) logoCI

CPI (Crisis Prevention Institute)

Certificate Program, Crisis Prevention / Mental Health

2025 - 2027

Enrolled in the Crisis Prevention Training Program to develop skills in de-escalation and safe intervention techniques.

CSI (Life License Qualification Program) logoCP

CSI (Life License Qualification Program)

Certificate, Insurance

2024 - 2024

Completed the Life License Qualification Program (LLQP) to obtain licensing qualifications for selling life insurance products in Canada.

AI

Animated Inc.

Certificate, Animation

2024 - 2024

Completed an animation certificate program focused on animation techniques and production workflows.

Canadian Securities Institute logoCI

Canadian Securities Institute

Certificate, Securities / Investments

2013 - 2013

Completed the Canadian Securities Course (CSC®) to gain foundational knowledge in Canadian securities and investment principles.

McMaster University logoMU

McMaster University

Bachelor of Arts, Economics

1999 - 2002

Completed a Bachelor of Arts in Economics with coursework covering microeconomics, macroeconomics, and quantitative analysis.

Tech stack

Software and tools used professionally

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Amanda Chin - Licensed Life Insurance Agent - AOGlobe Life | Himalayas