Overview
Work History
Education
Skills
Timeline
Generic

Margaret Seaman

Interlaken,NJ

Overview

37
37
years of professional experience

Work History

Senior Client Service Associate

Morgan Stanley
Shrewsbury, New Jersey
06.2005 - Current
  • Service top-producing financial advisors' private client base, consisting of high-net-worth individuals.
  • Oversee account onboarding, including account opening and account transfers.
  • Manage client inquiries, and provide timely support to build trust and maintain satisfaction.
  • Perform various transactions for clients, including stock transfers, gifting of shares, payments, journals, checks, and wires.
  • Educating or enrolling clients in digital tools (i.e., MS Online, e-sign, e-authorization).
  • Prepare and submit expense reports for the team.
  • Constant communication with team members and clients to manage their day-to-day needs.
  • Collaborate with financial advisors to enhance client service strategies and solutions.
  • Facilitate communication between clients and internal teams to resolve complex issues.
  • Assist in compliance reviews to ensure adherence to regulatory requirements and policies.
  • Maintain detailed records of client interactions for effective relationship management.
  • Collaborate closely with other departments to coordinate cross-functional activities related to client accounts.
  • Build relationships with customers through proactive communication regarding product updates and changes.
  • Resolve escalated issues by providing timely solutions to complex problems.
  • Maintain up-to-date client records, including contact information, and account history.
  • Cultivate comprehensive knowledge of company products, services, policies and procedures.
  • Ensure compliance with applicable laws and regulations related to client accounts.
  • Provide high-level customer service to clients, responding promptly and efficiently to inquiries.
  • Provide training support for new hires on customer service processes and procedures.

Production Scheduling Manager

Green Tree Chemical Technologies
Parlin, New Jersey
06.2000 - 11.2003
  • Developed production schedules to optimize resource allocation and workflow efficiency.
  • Coordinated with cross-functional teams to align production goals and timelines.
  • Monitored inventory levels to ensure adequate materials for production needs.
  • Analyzed production data to identify trends and adjust schedules accordingly.
  • Facilitated communication between departments to resolve scheduling conflicts promptly.
  • Participated in cross-functional teams focused on improving overall operational performance.
  • Collaborated with other departments to ensure that materials were available for planned production dates.
  • Ensured compliance with applicable regulations regarding material handling, safety protocols, and quality control measures.
  • Maintained detailed records of all orders, inventory levels, and schedule changes.
  • Coordinated shipping arrangements with carriers for finished products according to customers' needs.
  • Worked with suppliers to keep raw materials coming as scheduled.
  • Developed and implemented production scheduling processes to ensure on-time delivery of goods.
  • Conducted weekly meetings with stakeholders to review production schedules and resolve any discrepancies or delays.
  • Evaluated schedules, orders and forecasts to plan processes and meet timetables.

Production Scheduling Manager

Hercules Incorporated
Parlin, New Jersey
06.1988 - 05.2000
  • Developed production schedules to optimize resource allocation and workflow efficiency.
  • Coordinated with cross-functional teams to align production goals and timelines.
  • Monitored inventory levels to ensure adequate materials for production needs.
  • Analyzed production data to identify trends and adjust schedules accordingly.
  • Facilitated communication between departments to resolve scheduling conflicts promptly.
  • Participated in cross-functional teams focused on improving overall operational performance.
  • Collaborated with other departments to ensure that materials were available for planned production dates.
  • Ensured compliance with applicable regulations regarding material handling, safety protocols, and quality control measures.
  • Maintained detailed records of all orders, inventory levels, and schedule changes.
  • Coordinated shipping arrangements with carriers for finished products according to customers' needs.
  • Worked with suppliers to keep raw materials coming as scheduled.
  • Developed and implemented production scheduling processes to ensure on-time delivery of goods.
  • Conducted weekly meetings with stakeholders to review production schedules and resolve any discrepancies or delays.
  • Evaluated schedules, orders and forecasts to plan processes and meet timetables.

Education

High School Diploma -

Sayreville War Memorial High School
06-1988

Some College (No Degree) -

Middlesex County College
Edison, NJ

Skills

  • Issue resolution
  • Client relationship building
  • Strong work ethic
  • Complaint resolution
  • Attention to detail
  • Listening skills
  • Client rapport
  • Documentation and reporting
  • Work order interpretation
  • Excellent communication
  • Team player mentality
  • Empathy and patience
  • Interpersonal skills
  • Relationship building
  • Business ethics
  • Administrative and office support

Timeline

Senior Client Service Associate

Morgan Stanley
06.2005 - Current

Production Scheduling Manager

Green Tree Chemical Technologies
06.2000 - 11.2003

Production Scheduling Manager

Hercules Incorporated
06.1988 - 05.2000

High School Diploma -

Sayreville War Memorial High School

Some College (No Degree) -

Middlesex County College

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Margaret Seaman