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Yuan Li

@yuanli1

I improve client service, operations, and financial-services delivery across complex onsite teams.

I've supported client service and operational delivery across China International Intellectech, Citibank, JP Morgan, and UBS engagements in Shanghai.

At China International Intellectech, I analyzed contract history and service utilization to identify upsell and cross-sell opportunities. I led contract negotiations and renewals, managed feedback, budgets, risks, and regulatory compliance.

Across Citibank onsite roles, I directed service teams, managed recruitment and training, optimized performance, and coordinated with clients, senior management, and cross-functional departments to resolve operational issues.

Earlier, I settled APAC equity trades for UBS, managed trade matching and FOP processing, supported IPO settlements and system upgrades, and mentored junior analysts. I bring client relationship management, operational management, team leadership, and cross-functional collaboration.

Experience

Work history, roles, and key accomplishments

Client Service Representative

China International Intellectech Corporation Co., Ltd.

Jan 2022 - Jan 2025 (3 years)

Analyzed client contract history and service utilization to identify upselling and cross-selling opportunities. Led contract negotiations, managed client profiles, and implemented performance review systems to improve service quality.

Customer Relationship Management Contract Negotiation Upselling Cross Selling Performance Reviews Compliance Project Management Budget Management Risk Management

On-site Manager (Citibank)

CIIC Project Outsourcing Consulting (Shanghai) Co., Ltd.

Jul 2017 - Jan 2019 (1 year 6 months)

Directed and supervised on-site service team operations, collaborating with cross-functional departments to ensure smooth workflow. Managed recruitment, training, and performance to maintain a stable workforce at Citibank's Shanghai branch.

Team Leadership Operations Management Recruitment Onboarding Training Customer Service Stakeholder Management

On-site Supervisor (Citibank)

NCS Information Technology (Suzhou) Co., Ltd.

Apr 2016 - Jul 2017 (1 year 3 months)

Collaborated with clients to customize on-site services and conducted performance evaluations to optimize productivity. Managed resource allocation and coordinated with departments to ensure seamless project execution.

Customer Relationship Management Performance Evaluation Resource Allocation Scheduling Cross Functional Collaboration Operations Management

Sales/Operation Support (JP Morgan)

Manpower Human Resource (China) Co., Ltd.

Nov 2014 - Dec 2015 (1 year 1 month)

Supported sales teams by maintaining client information in Salesforce and translated marketing documents. Later handled daily BOP/JSH online declaration and reconciliation in the cash operation department.

Salesforce Translation Data Management Reconciliations Cash Operations

Settlement Analyst (UBS offshore team)

Wipro (Shanghai) Limited

Oct 2011 - Apr 2014 (2 years 6 months)

Ensured timely and accurate settlement of equity trades in the APAC region, managing pre-settlement matching and FOP trades. Collaborated with internal teams and led training for junior analysts.

Settlements Trade Matching FOP Trades Reconciliations IPO Settlements Training Mentorship Cross Functional Collaboration