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, NJSkills
- 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