Christian Rozecki
Dick's Sporting Goods
Downingtown,PA
4
years of professional experience
Client Relations Specialist with robust experience in fostering client relationships and ensuring customer satisfaction. Adept at effective communication, problem-solving, and strategic thinking. Strong focus on collaboration and achieving results, adaptable to changing needs. Highly reliable with keen understanding of client needs and expectations.
Work History
Client Relations Associate
1 Year 2 Months- Managed participant accounts for employer-sponsored retirement plans, including processing withdrawals, rollovers, distributions, and other account transactions with accuracy and regulatory compliance.
- Assisted participants with investment exchanges, contribution changes, beneficiary updates, and other account maintenance requests.
- Conducted retirement plan consultations, explaining investment options, plan features, and available distribution choices while maintaining a client-focused approach.
- Educated participants on 401(k) plan rules, IRS regulations, and employer-specific plan provisions to ensure informed financial decisions.
- Collaborated with internal departments to resolve account discrepancies and ensure timely processing of participant requests.
- Demonstrated expertise in defined contribution plans, including 401(k), Roth 401(k), after-tax contributions, hardship withdrawals, loans, and required minimum distribution (RMD) requirements.
Footwear Sales Team Leader
1 Year 10 Months- Displayed excellent knowledge of Footwear Deck merchandising
- Set ambitious sales goals and motivated strong performance to keep team growing effectively.
- Delegated tasks to appropriate Team Members
- Analyzed market trends and competitor activity to identify new business opportunities for the team.
- Aided Team Members in their professional growth
- Encouraged a fun atmosphere for both Team Members and Athletes
- Supported stores conducting sales promotions and special events.
- Trained, coached, and mentored new sales associates for maximum performance.
Service and Engagement Team Leader
2 Years 1 Month- Create strong routines and foundations to lead the team toward strong metrics
- Fostered growth of Team Members toward leadership roles
- Extended leadership throughout each work center of the store
- Provided exceptional customer service to exceed Target's policies and standards
- Rotated as closing team leader to maintain strong closing standards on high-volume weekends
- Established a healthy and collaborative work environment for Team Members
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Education
- July 2019- May 2020
Diploma - June 2019
Skills
Series 6
SIE
63
401(k) & Defined Contribution Plan Administration
Retirement Plan Recordkeeping
Participant Education
Client Relationship Management
Investment Discussions
Withdrawals & Rollovers
Fund Exchanges & Reallocations
ERISA & IRS Compliance
Retirement Plan Transactions
Financial Services
Problem Resolution
Customer Service
Regulatory Compliance
Account Maintenance
CRM & Recordkeeping Systems
Team leadership
Growth Mindset
Goal setting
Learning from Mistakes
Performance management
Customer service
Visual merchandising
Employee training
Staff development
Effective communication
Problem Solving
Timeline
Client Relations Associate
Vanguard Dealer Services
06.2025 - CurrentRead More
Footwear Sales Team Leader
Dick's Sporting Goods
10.2024 - CurrentRead More
Service and Engagement Team Leader
Target
09.2022 - 10.2024Read More
Downingtown West High School
Diploma from June 2019
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West Chester University
from July 2019- May 2020
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