Katrina Maree Robinson
Cooloongup,Australia
Summary
Experienced Client Services Manager with a proven track record of enhancing customer satisfaction and team performance. Skilled in client relationships, financial strategy implementation, and resolving client concerns promptly. Adept at leading teams, and improving processes to drive operational success, and meet deadlines.
Overview
22
22
years of professional experience
Work History
Client Services Manager
Brahma Wealth Management
Kalgoorlie/Perth , WA
01.2021 - 08.2025
- Implemented financial strategies for superannuation, insurance, and investments, ensuring timely and accurate execution.
- Maintained compliance with company policies while managing client relationships and resolving issues, enhancing customer satisfaction.
- Prepared documents and data for client meetings, ensuring precision and efficiency.
- Provided mentorship and training to team members, improving overall performance and collaboration.
- Developed relationships with industry partners to maximize performance resulting in customer satisfaction.
Finance Coordinator
Kalgoorlie Boulder Visitor Centre Inc
Kalgoorlie, WA
10.2016 - 12.2020
- Managed the annual budget and coordinated financial reporting for tourism initiatives, with a focus on accuracy and compliance.
- Processed payroll, superannuation, and vendor payments while adhering to organizational deadlines.
- Reconciled bank accounts and accounts payable/receivable and resolved discrepancies to maintain financial accuracy.
- Reviewed business contracts and OHS for compliance and negotiated terms where necessary.
- Attended board meetings to present financial reports and support decision making process.
2IC - 2nd In Charge - casual
Australian Electrol Commission
Kalgoorlie, WA
07.2016 - 07.2017
- Manage a polling place in accordance with the necessary policies and procedures.
- Supervise polling place staff.
- Manage and secure materials, including ballot papers.
- Liaise with voters and party workers, manage scrutiny, and return materials.
- Assume the role of the Officer in Charge when the OIC is not present.
Personal Banker
Westpac Banking Corp
Kalgoorlie, WA
11.2006 - 08.2016
- Teller (CSR1): Cash Handling & processing, team work, customer service, referrals, treasury custodian, ATM custodian, compliance, OH&S, record keeping.
- Sales Representative (Designated Officer) (CSR2): Account opening/closing, insurance quote/policy, lending application/drawdowns, superannuation accounts, refer to business partners, provide appropriate general & personal advice, product knowledge, OH&S officer, compliance, exceed sales targets, lead team & staff observation, merchandising, sales training, supervisor override, reporting, customer resolution/enquires, work independently and part of team, data entry.
Medical Receptionist
Goldfields Chiropractic & Goldfields Podiatry
Kalgoorlie, WA
04.2005 - 01.2006
- Handled patient inquiries and provided information about services offered at the clinic.
- Coordinated appointment scheduling for multiple chiropractors and maintained calendar efficiency.
- Greeted and checked patients in and out for appointments, and processed payments.
- Communicated effectively with healthcare staff to facilitate smooth office operations.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
Sales Assistant
Rockmans (PGFG)
Kalgoorlie, WA
01.2005 - 04.2005
- Assisted customers with product selection and inquiries in a retail environment.
- Maintained store presentation by organizing merchandise displays effectively.
- Collaborated with team members to ensure smooth daily operations.
- Processed sales transactions accurately using point-of-sale systems.
- Supported inventory management by restocking shelves and tracking supplies.
Special Needs Assistant
Department of Education
Kalgoorlie, WA
01.2004 - 01.2005
- Implemented individualized education plans for diverse learning needs.
- Collaborated with teachers to support classroom management and engagement.
- Adapted learning materials to suit various student abilities and interests.
- Provided emotional support and encouragement during challenging moments.
Teachers Assistant
Department of Education
Kalgoorlie, WA
08.2003 - 01.2005
- Assisted teachers in classroom management and lesson preparation.
- Organized educational materials and resources for classroom activities.
- Prepared lesson materials, bulletin board displays, exhibits, and demonstrations to assist teachers in classroom preparation.
- Supervised children and participated with children in activities.
Education
Certificate III in Tourism 2018 -
Northern Metropolitan TAFE
KalgoorlieAdvanced MYOB 2017 -
Central Regional TAFE
KalgoorlieCertificate III in Financial Services 2009 -
Westpac
KalgoorlieCertificate III in Children Services 2003 -
Curtin University
KalgoorlieSkills
- Client relationship management
- Financial strategy implementation
- Data analysis
- Compliance assurance
- Customer service
- Time management
Personal Information
Date of Birth: 10/30/78
Licences
C Class
Contact
0418 561 423
Affiliations
- Painting, arts, and crafts
- Family activities and holidays
- Reading
- Social activities in the community
Accomplishments
Reached target revenue 70% of the time as a client service manager
References
References available upon request.
Timeline
Client Services Manager
Brahma Wealth Management
01.2021 - 08.2025
Finance Coordinator
Kalgoorlie Boulder Visitor Centre Inc
10.2016 - 12.2020
2IC - 2nd In Charge - casual
Australian Electrol Commission
07.2016 - 07.2017
Personal Banker
Westpac Banking Corp
11.2006 - 08.2016
Medical Receptionist
Goldfields Chiropractic & Goldfields Podiatry
04.2005 - 01.2006
Sales Assistant
Rockmans (PGFG)
01.2005 - 04.2005
Special Needs Assistant
Department of Education
01.2004 - 01.2005
Teachers Assistant
Department of Education
08.2003 - 01.2005
Certificate III in Tourism 2018 -
Northern Metropolitan TAFE
Advanced MYOB 2017 -
Central Regional TAFE
Certificate III in Financial Services 2009 -
Westpac
Certificate III in Children Services 2003 -
Curtin University
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Richard CalhounRichard Calhoun
CEO at Naples Wealth Planning & Laidlaw Wealth ManagementCEO at Naples Wealth Planning & Laidlaw Wealth Management
Renier De Villiers / Coded WelderRenier De Villiers / Coded Welder
Coded Welder, Boilermaker, Leading Hand at Shoreline Specialized WeldingCoded Welder, Boilermaker, Leading Hand at Shoreline Specialized Welding
Renier De VilliersRenier De Villiers
Coded Welder, Boilermaker, Leading Hand at Shoreline Specialised WeldingCoded Welder, Boilermaker, Leading Hand at Shoreline Specialised Welding