Kaitlin Roberts
Ottumwa
Summary
Customer Service Representative with over 8 years of experience in the Broker-Dealer industry. Dedicated to supporting financial advisors and clients with their daily investment and performance reporting needs. Combines strong financial software skills with a friendly, patient approach to solve problems and help advisor practices run smoothly.
Overview
15
15
years of professional experience
Work History
Performance Reporting Specialist
Cambridge Investment Research
Fairfield
02.2018 - 07.2026
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
- Worked with cross-functional teams to achieve goals.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Utilized various software and tools to streamline processes and optimize performance.
Live-Out Nanny
Bryan and Michelle Langston
Waukee
01.2017 - 01.2018
- Provided attentive care and supervision for children in a safe environment.
- Ensured safety at all times while caring for multiple children simultaneously.
- Communicated effectively with parents regarding children's behavior and progress.
- Managed household tasks such as laundry, meal preparation, and tidying up toys.
Live-Out Nanny
Ryan Donnell and Catherine Lucey
West Des Moines
06.2014 - 01.2017
- Coordinated daily schedules, including meals, naps, and playtime for children.
- Fostered a nurturing relationship with children to encourage emotional well-being.
- Planned engaging activities like arts and crafts projects, outdoor games.
- Took children on educational outings such as trips to museums or parks.
- Read stories to help foster language skills and imagination development.
- Provided a safe and nurturing environment for children in my care.
- Conducted light housekeeping tasks such as cleaning children's play areas and organizing toys. related to childcare, such as washing dishes used by the kids or tidying up after them.
- Developed positive relationships with parents and guardians through open communication regarding their child's progress.
- Kept detailed records of daily activities and health information about each child.
Daycare Assistant Teacher
Indian Hills Childcare Center
Ottumwa
05.2011 - 06.2014
- Developed and implemented daily routines for feeding, sleeping, and playtime.
- Communicated with parents to address child's needs and share progress updates, fostering strong caregiver-parent relationships.
- Maintained a clean and organized caregiving space for children's safety.
- Collaborated with team members to enhance caregiving atmosphere, promoting children's emotional and social development.
- Assisted in organizing age-appropriate activities that stimulated children's growth and supported learning objectives.
- Attended professional training sessions on early childhood education topics such as nutrition, first aid.
Education
High School Diploma -
Davis County High School
Bloomfield05-2008
Some College (No Degree) - Graphic Design
Des Moines Area Community College
Ankeny, IASkills
- Salesforce Reporting
- Financial Reporting Software
- Data Visualization Tools
- Microsoft Excel
- Microsoft Sharepoint
- Process improvement
- Team collaboration
- Client Relationship Management
- Problem-Solving Abilities
- Time Management
- Effective communication
- Adaptability skills
Timeline
Performance Reporting Specialist
Cambridge Investment Research
02.2018 - 07.2026
Live-Out Nanny
Bryan and Michelle Langston
01.2017 - 01.2018
Live-Out Nanny
Ryan Donnell and Catherine Lucey
06.2014 - 01.2017
Daycare Assistant Teacher
Indian Hills Childcare Center
05.2011 - 06.2014
High School Diploma -
Davis County High School
Some College (No Degree) - Graphic Design
Des Moines Area Community College