Avery Yu

Avery Yu

Custody service specialist

Followers of Avery Yu165 followers
location of Avery YuToronto, Ontario, Canada

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  • Timeline

  • About me

    Schulich School of Business Master of Marketing 2024 | Bachelor of Commerce | Finance & Economics Specialist

  • Education

    • Schulich School of Business - York University

      2023 - 2024
      Master's degree Marketing
    • University of Toronto Mississauga

      2018 - 2022
      Bachelor of Commerce - BCom Finance 3.41
  • Experience

    • 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

    • Just Natural Paws

      Dec 2023 - now
      Marketing Consultant
  • Licenses & Certifications

    • Google Ads Search Certification

      Google
      Oct 2023
    • Hootsuite Platform Certification

      Hootsuite
      Sept 2023
    • CFA Candidate

      CFA Institute