Bing Zuo
Irvine,USA
Summary
Licensed financial professional with SIE and Series 66, actively pursuing Series 7. Experienced in high-volume, client-facing environments with a strong focus on accuracy, compliance, and investment service support.
Seeking a long-term role as a Client Associate where I can support Financial Advisors through operational efficiency, proactive client service, and seamless coordination. Recognized for being dependable, detail-oriented, and team-driven.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Universal Banker
Citibank
05.2023 - Current
- Secured the No.1 ranking in South Orange County for financial performance in Q1 2024, achieving 200% of annual target sales
- Delivered comprehensive banking services to over 20 thousand clients, including opening accounts, processing transactions, and providing financial advice
- Passed the Securities Industry Essentials (SIE) exam and Series 66 exam, underscoring a strong financial foundation in financial foundation and interpersonal skills
Member Experience Advisor
NationsBenefits
11.2022 - 05.2023
- Identified customer needs and proactively took steps to maintain or exceed service levels, achieving a 95% customer satisfaction rate
- Actively engaged as a grievance team member, conducting 150+ outbound calls to Central Health Plan members and providing proactive education
Conflict Resolution Specialist
Asian Pacific American Dispute Resolution Center
05.2020 - 02.2021
- Mediated and settled over 60 cases in mediation and conciliation, maintaining an 85% resolution rate
- Provided conflict resolution services to underprivileged community members, interacting with 5-8 clients daily to perform case work
- Coordinated with the project manager to assist with community education and outreach programs weekly, increasing program participation by 25%
Education
Master of Dispute Resolution -
Pepperdine University
Malibu, CA05.2021
Master of Business Administration (M.B.A.) - Finance
Pepperdine University
Malibu05.2018
Skills
- Quick Learning
- Team-first minded
- Conflict Resolution skills
- Adaptability and flexibility
Certification
FINRA Series 66: Uniform Combined State Law Examination Issued by FINRA/NASAA – Jan,2025
LANGUAGES
Chinese (Mandarin) - Native
English - Bilingual
Timeline
Universal Banker
Citibank
05.2023 - Current
Member Experience Advisor
NationsBenefits
11.2022 - 05.2023
Conflict Resolution Specialist
Asian Pacific American Dispute Resolution Center
05.2020 - 02.2021
Master of Dispute Resolution -
Pepperdine University
Master of Business Administration (M.B.A.) - Finance
Pepperdine University
Similar Profiles
Ariane SchiavettiAriane Schiavetti
Analista De Customer Service at CitibankAnalista De Customer Service at Citibank
Sravani USravani U
Salesforce Developer at CitibankSalesforce Developer at Citibank
Abhishek SinghAbhishek Singh
TECHNICAL SPECIALIST at CitibankTECHNICAL SPECIALIST at Citibank