Tu Nguyen
@tunguyen
Dedicated Account Manager with expertise in financial services and client relations.
What I'm looking for
I am a dedicated and results-driven Account Manager with a strong background in financial services and customer relationship management. At Pepperstone Group Ltd, I successfully built and maintained relationships with high-value clients, offering tailored trading solutions and ensuring a superior client experience. My proven ability to achieve KPIs and foster client loyalty has been instrumental in my career, as I consistently work cross-functionally with global teams to translate complex trading products into clear value for clients.
Throughout my career, I have managed a portfolio of high-net-worth clients, delivering tailored support and strategic insights to optimize their trading performance. I acted as the primary liaison for client inquiries and collaborated with customer service and compliance teams to onboard new clients while ensuring adherence to regulatory standards. My efforts resulted in a 20% increase in client conversion rates and consistent achievement of sales targets for three consecutive months.
With a Bachelor’s degree in Finance and extensive experience in customer service, I am committed to fostering a culture of excellence, collaboration, and continuous improvement. I regularly track and analyze data to identify trends and issues, ensuring I stay updated with the latest features and product updates to provide informed support and feedback that enhances the user experience.
Experience
Work history, roles, and key accomplishments
Account Manager
Pepperstone Group Ltd
Oct 2022 - Jun 2023 (8 months)
Managed a portfolio of high-net-worth clients, delivering tailored support and strategic insights to optimize trading performance. Acted as the primary liaison for client inquiries and collaborated with teams to onboard new clients while ensuring adherence to regulatory standards. Achieved a 20% increase in client conversion rates and consistently met sales targets.
Customer Service Associate
EVO BUSINESS CONSULTING
Nov 2021 - Jun 2023 (1 year 7 months)
Top 2 performance agent after 2 months of working, consistently meeting KPI and SLA targets. Handled customer inquiries via various channels, assisted sales teams, and collaborated with cross-functional teams to resolve escalations, ensuring high customer satisfaction.
Personal Assistant to CEO
AN BAN SOCIAL ENTERPRISE
Jul 2020 - Jul 2021 (1 year)
Coordinated projects led by the CEO, ensuring clear communication between customers and internal teams. Managed workflow and maintained an organized system for tracking tasks and projects while establishing relationships with vendors.
Customer Services Assistant to General Manager
GALAXY TECHNOLOGY INVESTMENT JSC
Sep 2019 - Apr 2020 (7 months)
Supported overseas purchases, handled complex complaints, and ensured timely payments while collaborating with stakeholders on onsite lighting projects.
Intern
HEAD OFFICE ASIAN COMMERCIAL BANK (ACB)
Jan 2019 - Apr 2019 (3 months)
Designed internal communication materials for stock market reference, contributing to the product development department.
Event Coordinator
IZIENGLISH COMMUNITY
Mar 2017 - Jan 2019 (1 year 10 months)
Coordinated events and community tourism projects, managing budgets and ensuring successful execution while mentoring co-operator teams.
Education
Degrees, certifications, and relevant coursework
Centauri Services & Technology Sdn Bhd
Senior Customer Services, Customer Service
2023 - 2025
Engaged in a Senior Customer Services role, committed to implementing departmental goals and ensuring alignment with company strategy while fostering a culture of excellence and continuous improvement.
Banking University of HCMC
Bachelor of Finance, Finance
2021 -
Pursued a Bachelor degree in Finance, focusing on providing a professional and positive brand image while resolving customer inquiries via chat, email, and phone. Achieved high QA scores through excellent handling of customer interactions.
EVO BUSINESS CONSULTING
Associate, Customer Service
2021 - 2023
Worked as a Customer Service Associate, achieving top performance metrics and handling customer inquiries to ensure high satisfaction levels.
AN BAN SOCIAL ENTERPRISE
Personal Assistant, Business Administration
2020 - 2021
Served as a Personal Assistant to the CEO, coordinating projects and ensuring clear communication between customers and internal teams.
GALAXY TECHNOLOGY INVESTMENT JSC
Sales Executive, Sales
2019 - 2019
Worked as a Sales Executive, building B2B and B2C customer relationships and managing proposals for commercial lighting projects.
I Z I E N G L I S H C O M M U N I T Y
Event Coordinator, Event Management
2017 - 2019
Coordinated events and managed community tourism projects, ensuring successful execution and budget management.
TGM GROUP
Certificate, Finance
2018 - 2018
Completed a Certificate of Being Rich Course, focusing on financial literacy and wealth management strategies.
Availability
Location
Authorized to work in
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