Michelle Wegmann
Summary
Service Representative experienced in financial services with expertise in securities operations and managing complex financial transactions. Delivered operational efficiency and accuracy through process improvements while demonstrating leadership in team environments. Focused on leveraging strong skills in billing processes, employee training, and regulatory compliance to drive impactful results.
Overview
29
29
years of professional experience
Work History
Security Operations Specialist
Equiniti U.S.
United States
07.2022 - Current
- Liaised with banks to resolve transaction issues and ensure accuracy
- Managed account restrictions for compliance
- Processed ACH transactions efficiently
- Correcting and reversing ach, debit and sales transactions
- Managing my own portfolios of companies
- Processing their dividends
- Distributed excel spreadsheets for transaction tracking and reporting
- Managed high volume of emails to ensure timely communication and resolution
- Specializing in Funds Movement.
Shareowner Service Representative
Equiniti U.S.
Milwaukee
09.2019 - 07.2022
- Assisted shareowners with account management, ensuring accurate handling of dividends, sales, and online support.
- Handled high volume of calls daily for HV, ADR, and Core shareowners, addressing inquiries and providing solutions.
- Resolved customer concerns with friendly and knowledgeable service.
- Addressed customer needs promptly, delivering exceptional service to enhance shareowner satisfaction.
- Provided guidance to shareowners on spin-offs and corporate actions to ensure clarity.
- Processed transactions using customer relationship management systems accurately.
- Worked closely with supervisors to ensure that tasks were completed according to company standards.
Customer Care Planner Intern
Equiniti U.S.
Milwaukee
10.2021 - 06.2022
- Distributed daily attendance reports and excel spreadsheets to upper management to ensure accurate tracking.
- Managed call queues and responded to emails promptly to maintain effective communication.
- Coordinated daily schedules for reps, incorporating meetings, tech issues, PTO, and unplanned absences to enhance operational flow.
Inventory Control Specialist
Roundy's Supermarkets, Inc.
Oconomowoc
06.2008 - 09.2019
- Implemented inventory control systems to streamline tracking and reporting processes.
- Conducted regular audits, ensuring accurate inventory records and quickly identifying discrepancies.
- Managed inventory by performing physical counts, identifying variances and reconciling records.
- Investigated and resolved variances with inventory records.
- Researched inventory discrepancies, making timely adjustments in inventory system to uphold accuracy.
- Collaborated with team members to promptly resolve inventory-related issues, enhancing overall accuracy.
- Analyzed stock turnover rates to inform purchasing decisions and reduce excess inventory.
- Oversaw daily warehousing activities
Receiving, Shipping, Dispatch, and Billing Support
Roundy's Supermarkets, Inc.
Oconomowoc
02.2005 - 06.2008
- Processed receiving paperwork and updated inventory management systems to ensure accurate inventory records.
- Received incoming shipments and checked for accuracy of items and quantity against invoices and purchase orders.
- Identified and reported inventory discrepancies to supervisor with recommendations for correction.
- Trained new staff on receiving procedures and safety protocols.
- Coordinated with drivers to provide timely updates and effectively resolve delivery issues.
- Worked closely with transportation supervisor to dispatch and assign loads.
- Maintained accurate records of all shipments and receipts using inventory software.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Appointment Desk Support
Roundy's Supermarkets, Inc.
Milwaukee
11.2001 - 02.2005
- Managed incoming calls to schedule appointments and answer questions.
- Managed incoming calls to book and confirm appointments, enhancing customer satisfaction.
- Resolved scheduling conflicts through effective communication, ensuring timely service delivery.
- Maintained records of appointments and cancellations for organizational purposes.
- Adjusted schedules to accommodate cancellations or delays.
- Assisted in training new staff on scheduling procedures and software usage.
- Communicated changes in policy or procedure updates to customers.
- Performed administrative duties such as filing paperwork and faxing documents.
- Collaborated with other departments to coordinate care plans and schedules.
Data Entry Clerk
Roundy's Supermarkets, Inc.
Milwaukee
06.1997 - 11.2001
Education
High School Diploma - Word Processing
Alexander Hamilton High School
Skills
- Transfer Agency
- Regulatory compliance adherence
- Corporate actions handling
- Financial Transactions
- Dividends
- ADRs
- Performance Metrics
- SunGard
- Queue management
- Microsoft Excel
- Customer Experience
- Customer Relations
- Employee training
- Scheduling
- Purchase Orders
- Stock Control
- Employee Stock Ownership Plan – ESOP
- Communication
- Communication skills
- Microsoft Excel
Languages
English, Advanced
Timeline
Security Operations Specialist
Equiniti U.S.
07.2022 - Current
Customer Care Planner Intern
Equiniti U.S.
10.2021 - 06.2022
Shareowner Service Representative
Equiniti U.S.
09.2019 - 07.2022
Inventory Control Specialist
Roundy's Supermarkets, Inc.
06.2008 - 09.2019
Receiving, Shipping, Dispatch, and Billing Support
Roundy's Supermarkets, Inc.
02.2005 - 06.2008
Appointment Desk Support
Roundy's Supermarkets, Inc.
11.2001 - 02.2005
Data Entry Clerk
Roundy's Supermarkets, Inc.
06.1997 - 11.2001
High School Diploma - Word Processing
Alexander Hamilton High School