Mark Wojtkiewicz
Houston,United States
Summary
Client-focused Registered Client Service Associate offering 7 years of experience managing key accounts to deliver superior service. Proficient in Profile, Microsoft Office Suite, and EDGARforms software. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations. Committed to collaborating with associates and management to achieve business objectives. Gifted in working with stressed, confused and upset individuals in need of benefits information and supportive guidance to navigate SEC EDGAR systems. Effective at operating within secure regulations and data security department guidelines to manage telephone calls, emails, letters and in-person requests for assistance.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
EDGAR Compliance Client Representative
Broadridge Financial Services
Houston, TX
09.2015 - Current
- Enhanced regulatory, strategic and operational performance to keep in alignment with deadlines.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Reviewed contracts for compliance and privacy-related issues.
- Used Profile and EDGARforms software to create HTML and attach XBRL projects for submission to the SEC.
- Performed Test and Live Files for the EDGAR SEC database. I am able to submit through software or manually through the SEC filing database.
- Maintained high-level knowledge of current and emerging form types and regulations. I adapt easily to changes in regulations that the SEC requires.
- Supported current and emerging SEC regulations through meetings with SEC EDGAR teams , business partners and external vendors.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Interacted with team members across departments to research and resolve customer issues.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Managed strict turn around times, gathered data to implement software changes and keeping customer satisfaction high generating minimum 10% growth for my shift year over year.
Assistant Retreat Director
Massage Heights
Houston , TX
09.2012 - 11.2015
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Appraised inventory levels and ordered new merchandise to keep quantities well-stocked.
- Eased team transitions and new employee orientation through effective training and development.
- Mitigated business risks by working closely with staff members and assessing performance.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Met sales goals of minimum 40% new contracts sales per month while keeping loss of no greater than 5% in rollover memberships per month.
- Helped with sales strategies to make our retreats the number 1 and 2 top selling retreats in a company of 140.
Tram Tour Guide
Space Center Houston
Houston, TX
06.2009 - 11.2012
- Answered questions, pointed out important features and offered further details about special exhibits to educate visitors.
- Entertained tour guests with various props and signs for maximum engagement, fun and lasting memories.
- Provided information on various sites throughout Johnson Space Center, relaying little-known stories to provide interest.
- Guided groups of up to 120 people on tours of Johnson Space Center.
Education
High School Diploma -
La Porte High School
La Porte, TX06.2007
Skills
- Client Retention
- Client Interactions
- EDGAR Compliance Regulations
- Client Correspondence
- Profile Software
- EDGARforms Software
- Microsoft Office Suite Extensive Training
- HTML and XML
- Sales Management
- Team building and Training
Certification
Effective Team-building Certification of Completion from Columbia Business College.
Affiliations
Location liaison for B. Pride, the company LGBTQIA+ support network managing events and coordinating education to help provide an amazing work culture.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The ones who are crazy enough to think they can change the world, are the ones that do.
Steve Jobs
Timeline
EDGAR Compliance Client Representative
Broadridge Financial Services
09.2015 - Current
Assistant Retreat Director
Massage Heights
09.2012 - 11.2015
Tram Tour Guide
Space Center Houston
06.2009 - 11.2012
High School Diploma -
La Porte High School
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