Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, MO

High School Diploma -

Northeast High School
Kansas City, MO

Skills

  • 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

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