FAN YUTUNG
Junior Middle-Platform Analysis Manager
Taipei,TPE
Summary
Backoffice Specialist at Global Market Index with expertise in data entry and document management. Proven ability to enhance customer relationships and streamline operations. Successfully assisted in onboarding new employees while ensuring efficient fund transfers. Recognized for maintaining high standards of service and effectively managing client insurance needs as an Insurance Agent.
Overview
3
3
years of professional experience
1
1
Language
Work History
Backoffice Specialist
Global Market Index （GMI)
06.2023 - 02.2026
Daily work includes back-office account opening and bank card verification. Sometimes, it also involves assisting customers with internal fund transfers. Familiar with operations of IB agents, rebates, Meta Trader (MT4, MT5), and other related systems. When new employees arrive, also assist them and check if they need any help.
Insurance Agent
Fubon Life Insurance
09.2022 - 06.2023
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Education
Master of Finance -
Southern Taiwan University of Science And Technology
TainanSkills
Data entry expertise
Document management
Invoice processing
Report generation
Customer relationship management (CRM)
Timeline
Backoffice Specialist
Global Market Index （GMI)
06.2023 - 02.2026
Insurance Agent
Fubon Life Insurance
09.2022 - 06.2023
Master of Finance -
Southern Taiwan University of Science And Technology