Chee Yan Shum
Client Service Executive
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About
I have been working in the financial industry since 2006. I enjoy working independently and as part of a team and am self motivated and hard working. I enjoy learning and expanding my knowledge as well as interacting with clients and providing a personalised experience with each of them. I especially enjoying creating templates and spreadsheets when necessary to make processes and procedures more time efficient and have a good attention to detail.
Experience
January 2022 to Present - Client Services Executive at Financial Management Services Ltd
November 2020 to December 2021 - Client Services Manager/Junior Paraplanner at Fairstone Financial Management Ltd, trading as Goodman Chartered Financial Planners
October 2013 to November 2020 - Senior Administrator at Fairstone Financial Management Ltd, trading as Goodman Chartered Financial Planners (formerly known as The Goodman Partnership LLP)
March 2013 to September 2013 - Investments Administrator at A V Trinity
September 2012 to March 2013 - Sales Support Administrator at Reliance Mutual Insurance Society Ltd
March 2011 to August 2012 - Fund Management Administrator at Principal Investment Management Ltd
March 2007 to June 2009 - Sales Administrator at Lonsdale Financial Consulting Ltd
January 2006 to March 2007 - Administrator at Fidelity International Ltd
Education
CII Financial Services - Level 3 (includes RO1 Financial Services, Regulation and Ethics and LP2 Financial Services Products and Solutions)
A Levels (D, D & E)
GCSEs (2A*, 2A, 8B)
