Summary
Overview
Work History
Education
Skills
Accomplishments
Projects
Personal Information
Timeline
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Jia Yann Chern

Jia Yann Chern

Manager

Summary

Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet management and customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

With over 15 years of experience in the corporate action field, I have developed a comprehensive understanding of the entire process from beginning to end.


Overview

16
16
years of professional experience

Work History

AVP of Operations

Citigroup Transaction Services
03.2023 - Current
  • Interacted well with various stakeholders (client services representatives, products, account managers, business supports) to build connections and nurture relationships.
  • Streamlined operational processes by implementing efficient workflow systems and reducing redundancies.
  • Worked effectively in fast-paced environments.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Worked well in a team setting, providing support and guidance.
  • Proven ability to learn quickly and adapt to new situations.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Set clear goals to monitor targets and offered real-time input on performance and motivation.
  • Reported issues to higher management with great detail.
  • Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Implemented data-driven strategies to identify areas of improvement, leading to enhanced operational efficiency.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Enhanced customer satisfaction by improving communication channels and addressing client concerns promptly.

Manager

Citigroup Transaction Services, Securities and Funds Services
08.2021 - 03.2023
  • Arranging the team resources and ensure team members cooperate, work efficiently according to upper management needs
  • Provide coaching, mentoring and cross functional support to team members on company standards
  • Overseeing team members cross training and ensure the knowledge cascade down among the team members
  • Ensured follow through of all discussed items in meeting, with updates being incorporated into procedure
  • Arranging team to update the procedure and reviewing the procedure from time to time when required
  • Proactively providing feedback on team member's concern and product issues
  • Keep accurate records of daily operational tasks
  • Serve as key contact point in the team
  • Build trust in the brand by responding efficiently and helpfully to customers, team member and higher management needs
  • Involved in the client migration, new client onboarding and system testing
  • Follow attainable timelines and keep teams on task to complete according to schedule
  • Maintained and increased personal knowledge of product specifications and best practice
  • Resolved customer problems and complaints by clarifying the issue, explaining the best solution, and following up with the case.

Senior Assistant Manager

Citigroup Transaction Services, Securities and Funds Services
12.2015 - 08.2021
  • Point of the key reference in the team
  • Arrange the task allocation based on the team capacity and resources
  • Handling day to day processing for Custody and Lending corporate action event
  • Distribute announcement, entitlements, instruction and payment based on the information received to the clients within the stipulate timeline
  • Liaising with agent and client in daily operation without any further escalation
  • Provide high quality processing service to achieve maximum customer satisfaction within the specified Service Level Agreements (SLA)
  • Completed a comprehensive procedure and compile some case study to be used as training materials and day to day processing materials
  • Provided highly flexible in terms of working location, time and days and multitasking in many areas.

Assistant Manager

HSBC Data Processing Malaysia, HSBC Securities Services Department (Global Custody)
06.2008 - 12.2015
  • Selected as Bancs Super User
  • Involved in User Acceptance Test (UAT), written procedure, conduct training and review gaps for Asia Bancs.
  • Checking and approving of any corporate event announced by the issuing company, calculate entitlement to client and process client's instruction on the event and make payment/credit shares or other benefits to client.
  • To ensure that all corporate action events, Funds transfer, Foreign Exchange Payment are processed correctly, promptly and provide high quality processing service to archive maximum customer satisfaction within the specified Service Level Agreements (SLA).
  • Update knowledge on procedures related to relevant processes and ensure that work is completed in accordance with established procedures and standards with minimize risks.
  • Managing day-to-day operations and trains peers.
  • Conducted team meetings and activities.
  • In order to provide accuracy information to the shareholders, I'm very expert in using different types of systems such as GWIS(Group Workflow and Image System), IFAS (Institution Fund Administration System), IMS (Investment Management System), GHSS(Group Hub Security System), GMG (Group Messaging Gateway), TLM (Transaction Lifecycle Management), Multifonds, BanCs, Bloomberg, Euclid and QC (Quality Center).

Education

BBA - Banking And Finance

University Tunku Abdul Rahman (UTAR)
Sg Long Campus
04.2001 -

Skills

Adaptability

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Accomplishments

  • Team Excellent Award for Q1, year of 2016
  • Team Excellent Award, Q3, year of 2017
  • Employee of the month, Oct, year 2020
  • Star Performers, Nov 26, year of 2020

Projects

2016 PAPERLESS PROJECT

Participated in the paperless project and lead the paperless project for CA Lending. Successfully converted all the paper work into paperless for CA Lending which it was increase 80% of the team productivity and multiple team members can work on the documents at the same time. Going electronic also offers the potential of rethinking workflow. The procedure and workflow been reviewed and multiple macro was created for our day to day processing. At this COVID situation, team members can work from home with the accessibility of the electronic documents which it is actually can avoid the delay of processing time. It is also contributes 90% of the cost saving.


2017 CROSS FUNCTIONALITY

Joined in CITI for CA Lending process, processed end to end process for Mandatory and CSO Lending and is the main checker for CA Lending. Due to the team's restructure in year 2018, I had been assigned to learn custody Mandatory and CSO process. Successfully coped with the HD end to end process and is one of the point of reference in the team. KSD services team has reached out to KL on the US Market Mandatory event. I had taken out the responsibility to identify, reconcile and adjust the break as per their request. Always support and one of the key player for success of the team's cross training, 2018, 


2018 ASIA GW MIGRATION

Participated in this Asia GW migration, H2 clients onboarding. Liaising with NCS technical support for seeking the enhancement based on the client request. Workflow and procedure was reviewed and updated, 


2019 S2 GW MIGRATION

Participated in this Singapore GW migration, S2 clients onboarding. Liaising with NCS technical support for seeking the enhancement based on the client request. Workflow and procedure were reviewed and updated.


2022 STP PROJECT

Participated in the STP project for corporate action event and EMC testing. Successfully turn on the STP for most of the mandatory event which it is increasing the time for the funds hit client cash account. It is speed up 70% of the payment process & allow the payment to be processed without manual intervention that actually also reduce the processing error. Reviewing NCS and SFE rules from time to time if there are more CA events can be turning up the STP ticker.,


Personal Information

  • Date of Birth: 10/26/85
  • Gender: Female
  • Nationality: MALAYSIAN

Timeline

AVP of Operations

Citigroup Transaction Services
03.2023 - Current

Manager

Citigroup Transaction Services, Securities and Funds Services
08.2021 - 03.2023

Senior Assistant Manager

Citigroup Transaction Services, Securities and Funds Services
12.2015 - 08.2021

Assistant Manager

HSBC Data Processing Malaysia, HSBC Securities Services Department (Global Custody)
06.2008 - 12.2015

BBA - Banking And Finance

University Tunku Abdul Rahman (UTAR)
04.2001 -
Jia Yann ChernManager