Katie Lines
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Katie Lines Email & Phone Number

Head of Client Relationships at FinClear
Location: Melbourne, Victoria, Australia 8 work roles 3 schools
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Current company
FinClear
Role
Head of Client Relationships
Location
Melbourne, Victoria, Australia
Company size
140 employees

Who is Katie Lines? Overview

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Quick answer

Katie Lines is listed as Head of Client Relationships at FinClear, a company with 140 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Katie Lines.

Katie Lines previously worked as Relationship Manager at Finclear and Relationship Manager at Openmarkets Group. Katie Lines holds Bachelor Of Science - Bs, Economics from The University Of Sheffield.

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FinClear

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Profile bio

About Katie Lines

Experienced Client Relationship Manager with a decade of client-facing expertise in the financial services industry, spanning fintech, broking, banking, and tax sectors. Proven track record in delivering technology-driven solutions to clients.

Current workplace

Katie Lines's current company

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FinClear
Finclear
Head of Client Relationships
Melbourne, VIC, AU
Website
finclear.com.au
Employees
140
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8 roles

Katie Lines work experience

A career timeline built from the work history available for this profile.

Head Of Client Relationships

Finclear

Melbourne, VIC, AU

Relationship Manager

Current
Finclear

Melbourne, Victoria, Australia

My role is to empower FinClear clients to achieve success in their daily operations by utilising our innovative suite of technology products and services.

Dec 2021 - Present

Relationship Manager

Openmarkets Group

Melbourne, Australia

Openmarkets provide a wealth of technology for fintechs and finance professionals.In my role as Relationship Manager I managed a portfolio of over 30 B2B clients across Victoria and interstate. - Client base included some of Australia’s top retail trading platform providers, as well as independent financial advisers and wealth management firms- Supported.

Mar 2020 - Dec 2021

Client Services

Openmarkets Group

Melbourne, Victoria, Australia

- Onboarding of B2C clients ensuring all AML/KYC obligations were met - Fielding a wide range of verbal and written enquiries from both B2C and B2B client base - Developing procedures and driving process improvement within the team- Training and upskilling of new and existing team members

Jun 2019 - Aug 2020

Tax Officer - Large Business

Hm Revenue & Customs

Bristol, United Kingdom

Based in Customer Compliance, I worked in this role whilst undertaking a training program to gain a qualification in Professional Studies in Taxation. - Planned & conducted regular client meetings & site visits - Used investigative skills to thoroughly delve into the inner workings of a business - Analysed and interpreted large sets of data - Managing.

Sep 2016 - Nov 2018

Tax Officer - Customs, International Trade & Excise

Hm Revenue & Customs

Birmingham, United Kingdom

The Alcohol Excise team work with individuals and small businesses to reduce alcohol supply chain fraud.My role was ultimate decision maker in concluding whether a business was fit and proper to trade as an alcohol wholesaler.

Jan 2015 - Jun 2016

Customer Resolutions Adviser

Hsbc

Birmingham, United Kingdom

A role within the HSBC Credit Card Customer Resolutions team which is responsible for handling complex customer complaints.

Oct 2013 - Dec 2014

Customer Service Representative

Hsbc

Birmingham, United Kingdom

A contact centre role representing John Lewis Financial Services.

Nov 2012 - Oct 2013
Team & coworkers

Colleagues at FinClear

Other employees you can reach at finclear.com.au. View company contacts for 140 employees →

KW Karen Wu Karen Wu Colleague at FinclearGreater Sydney Area, Australia View → AA Andrew Arvanitopoulos Andrew Arvanitopoulos Colleague at FinclearGreater Sydney Area, Australia View → LC Leigh Conder Leigh Conder Colleague at FinclearGreater Sydney Area, Australia View → BT Bryan Tan Bryan Tan Colleague at FinclearSydney, New South Wales, Australia, Australia View → BD Ben Duursma Ben Duursma Colleague at FinclearSydney, New South Wales, Australia, Australia View → KM Kaushik Mondal Kaushik Mondal Colleague at FinclearChatswood, New South Wales, Australia, Australia View → NA Nick Avery Nick Avery Colleague at FinclearGreater Sydney Area, Australia View → JL Jessica Leong Jessica Leong Colleague at FinclearGreater Melbourne Area, Australia View → JR James Redmond James Redmond Colleague at FinclearSydney, New South Wales, Australia, Australia View → ZS Zak Sarris Zak Sarris Colleague at FinclearSouth Melbourne, Victoria, Australia, Australia View →
3 education records

Katie Lines education

Bachelor Of Science - Bs, Economics

The University Of Sheffield

Mathematical Methods for Economics Statistical Methods for Economics Microeconomics Macroeconomics Economic Analysis and Policy Monetary.

Certificate Of Higher Education - Certhe, Professional Studies In Taxation

The Manchester Metropolitan University

Bookkeeping Income Tax & Self Assessment Essential Principles of VAT, PAYE and NICs Corporation Tax Returns Capital Allowances Financial.

Education record

Sutton Coldfield Grammar School For Girls
FAQ

Frequently asked questions about Katie Lines

Quick answers generated from the profile data available on this page.

What company does Katie Lines work for?

Katie Lines works for FinClear.

What is Katie Lines's role at FinClear?

Katie Lines is listed as Head of Client Relationships at FinClear.

Where is Katie Lines based?

Katie Lines is based in Melbourne, Victoria, Australia while working with FinClear.

What companies has Katie Lines worked for?

Katie Lines has worked for Finclear, Openmarkets Group, Hm Revenue & Customs, and Hsbc.

Who are Katie Lines's colleagues at FinClear?

Katie Lines's colleagues at FinClear include Karen Wu, Andrew Arvanitopoulos, Leigh Conder, Bryan Tan, and Ben Duursma.

How can I contact Katie Lines?

You can use AeroLeads to view verified contact signals for Katie Lines at FinClear, including work email, phone, and LinkedIn data when available.

What schools did Katie Lines attend?

Katie Lines holds Bachelor Of Science - Bs, Economics from The University Of Sheffield.

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