Jean Tan
Investor Onboarding Manager | Toronto, Ontario, Canada
Professional Overview
Jean Tan is an experienced Investor Onboarding Manager with a proven track record of driving seamless client onboarding experiences. With a strong background in investor relations and technical recruitment, Jean brings a unique blend of client-facing expertise and operational efficiency to her current role at OurCrowd.
Experience Summary
Current Role
As the Investor Onboarding Manager at OurCrowd, a leading global investment platform, Jean is responsible for overseeing the onboarding of new investors onto the platform. In this role, she has streamlined the onboarding process, reducing client sign-up times by 25% and improving overall customer satisfaction scores by 20%.
Career Progression
Prior to her current position, Jean served as an Investor Onboarding Specialist at OurCrowd, where she played a crucial role in optimizing the client onboarding workflow. Before that, she held roles as an Investor Relations Administrator at The Citco Group Limited and as a Technical Recruiter at TEKsystems, where she honed her skills in client management and process improvement.
Academic Background
Jean holds a Bachelor of Business Administration degree from the University of Toronto, where she graduated with distinction.
Areas of Expertise
- Investor onboarding and client relations
- Workflow optimization and process improvement
- Technical recruitment and talent acquisition
- Customer service and stakeholder management
- Project management and data analysis
Professional Impact
During her tenure as the President of the XS project at Jakarta International School, Jean led a team of 15 students in the successful organization of a large-scale charity event, raising over $50,000 for a local orphanage.
Conclusion
With her extensive experience in investor relations, technical recruitment, and process optimization, Jean Tan is a valuable asset to the OurCrowd team. Driven by a passion for delivering exceptional client experiences, she is poised to continue driving innovation and growth within the investment industry.
