Years of experience: 26

HRConsultingFinanceCustomer ServiceCustomer Success ManagerCase Manager

Trust Score

Highly reliable; strong professional involvement.

60%
Katrina's Career Path
Strategy & Operations LeadFeb. 2024 -
Nov. 2024
Satis Wealth ManagementStrategy & Operations Lead
United KingdomReview of the Operation Process, report on and provide suggestions for improvements Start the implementation of these ideas. Complaints reconciliation and create KPI’s to mitigate future complaints. Set up draft templates for the team to use daily. Working with the office team to ensure all systems contain updated information. Ensure all client AML and Know your client process is followed. Wo...
Customer Success Strategy & Development LeadDec. 2022 -
Sep. 2023
RemofirstCustomer Success Strategy & Development Lead
Senior Manager of Client Experience and DeliveryDec. 2021 -
Nov. 2022
Velocity Global, LLCSenior Manager of Client Experience and Delivery
Essex, England, United Kingdom• Manages and develop an international team of 8-10 spanning over all regions (EMEA, and APAC) in their day-to-day engagement with external and internal stakeholders. • Supporting team members to answer client and employee queries by working with local in-country and internal teams to ensure solutions and recommendations are presented effectively and efficiently. • Serve as an escalation poin...