Avery Yu

Experience

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  CIBC Mellon

  Oct 2022 - Sept 2023

  Custody service specialist

  - Provided professional service to clients and investment managers by researching and resolving inquiries and concerns in timely fashion while complying with company standards- Received cross-training on all team accounts to offer excellent support during high-volume periods, ensuring continuity of service and seamless operations for clientsBuilt and maintained strong relationships with diverse clients, investment managers, internal staff and offshore teams to facilitate smooth operations- Developed deep understanding of clients' needs and preferences by participating in programs aiming to promote client interactions and identify upsell and cross-sell opportunities for investment managers -Monitored and reported large overdrafts and idle cash balances for assigned accounts on daily basis; assisted offshore teams with cash and trade processing during high-volume or business continuity situations- Acquired knowledge of various custody products and took appropriate action to ensure timely market settlement of transactions to minimize potential market exposure Show less

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  Just Natural Paws

  Dec 2023 - now

  Marketing Consultant