Robin McDonald
Kansas City,MO
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Investor Service Representative
SS & C Technologies
12.2019 - Current
- Enhanced client satisfaction by addressing and resolving investor inquiries in a timely manner.
- Streamlined internal processes for increased efficiency in handling customer requests and transactions.
- Collaborated with team members to develop strategies for delivering exceptional customer service.
- Maintained detailed records of client interactions and transactions, ensuring data accuracy and confidentiality.
- Assisted clients with account maintenance, including updating personal information and processing financial transactions.
- Provided training and mentorship to new Investor Services Representatives, fostering a collaborative work environment.
- Managed high-volume client portfolios, accurately executing trades and monitoring performance on their behalf.
- Initiated process improvements that led to faster resolution times for customer inquiries and complaints.
- Utilized advanced software tools for tracking investments, identifying trends, and generating reports for clients'' review.
- Facilitated clear communication between clients, advisors, portfolio managers, maintaining open channels for informed decisions.
Assembler
Harley Davidson
09.2017 - 09.2019
- Increased production efficiency by assembling components quickly and accurately.
- Maintained high-quality standards with thorough inspections of assembled parts.
- Collaborated effectively with team members to meet production targets consistently.
- Enhanced workplace safety by maintaining a clean and organized work area at all times.
- Streamlined assembly process by suggesting improvements to existing methods, leading to increased productivity.
- Ensured timely order fulfillment with efficient prioritization of tasks for various projects simultaneously.
- Contributed to a positive work environment by offering assistance when needed and maintaining open communication with colleagues.
Distribution Coordinator
Hallmark Distribution Center
10.2016 - 09.2017
- Streamlined distribution operations for faster order fulfillment and increased customer satisfaction.
- Improved warehouse efficiency by implementing new inventory management systems and processes.
- Reduced shipping errors by creating clear packing guidelines and training staff on proper procedures.
- Developed strong relationships with key vendors, negotiating favorable contracts for shipping services and supplies.
- Implemented process improvements that increased overall productivity within the distribution center.
- Established clear communication channels between departments for seamless coordination during peak periods or unexpected challenges.
- Maintained a safe work environment by enforcing strict adherence to safety protocols and regularly reviewing workplace practices.
Sales Associate
Auto Start USA
08.2015 - 09.2016
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Organized in-store promotions and events to increase foot traffic and drive additional sales opportunities.
- Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
Phlebotomist Instructor
CSL Plasma Center
09.2013 - 08.2015
- Enhanced student comprehension by utilizing interactive and hands-on teaching methods for phlebotomy procedures.
- Developed comprehensive lesson plans, effectively covering all aspects of phlebotomy techniques and best practices.
- Increased student success rates with thorough explanations of procedural steps and detailed demonstrations.
- Mentored students during their clinical rotations, providing constructive feedback and guidance to improve their skills.
- Collaborated with fellow instructors to share resources, ideas, and strategies for effective phlebotomy education.
- Maintained a safe learning environment by enforcing strict adherence to infection control protocols and safety guidelines.
- Assisted in curriculum development efforts for the Phlebotomy program, aligning instruction with industry standards and accreditation requirements.
- Promoted a culture of professionalism among students by modeling appropriate workplace behaviors and emphasizing ethical conduct in patient care.
- Incorporated real-world case studies into lessons to demonstrate the relevance of phlebotomy skills in various healthcare settings.
Education
No Degree - Medical Assisting
Wright Business School
Kansas City, MOHigh School Diploma -
Northeast High School
Kansas City, MOSkills
- Investment knowledge
- Critical Thinking
- Customer Service
- Teamwork and Collaboration
- Time Management
- Investment planning
- Excellent Communication
- Self Motivation
- Compliance adherence
- Financial Reporting
- Prospecting and Networking
- Multitasking Abilities
- Professional Demeanor
- Problem-Solving
Certification
- Electronic Medical Recording
- X-Ray Technician
- Medical Billing/Coding
- Phlebotomy Technician
Timeline
Investor Service Representative
SS & C Technologies
12.2019 - Current
Assembler
Harley Davidson
09.2017 - 09.2019
Distribution Coordinator
Hallmark Distribution Center
10.2016 - 09.2017
Sales Associate
Auto Start USA
08.2015 - 09.2016
Phlebotomist Instructor
CSL Plasma Center
09.2013 - 08.2015
No Degree - Medical Assisting
Wright Business School
High School Diploma -
Northeast High School