Jeffrey Matysek, Clfp Email & Phone Number

Victor, Ny

Victor, Ny

Single point of high-level administrative contact responsible for handling all facets of lease and finance transactions, including underwriting with financial review and analysis, equipment procurement, and coordination of all vendors, providing accurate documentation, project funding, and ensuring overall customer satisfaction.

Rochester, New York Area

Assists sales during conference calls with clients to transition new clients into HRS operations.Ensures timely and accurate plan setup by working closely with setup specialists including resolving any operational or logistical (system related) setup issues.Onboards and services new clients by placing a welcome call to the client to go over the plan start date and to confirm various details about the plan with the plantrustee or administrator.Initiates a second communication with the client once their payroll has been verified to confirm that the plan deferrals have begun. The coordinator speaks to Paychex’s ongoing service model including web, IVR and the client service center.Works closely with the HRS sales field, Paychex Premier Human Resource Generalists and PBS Customer Service Representatives to provide seamless customerservice to clients from the point of sale throughout the plan setup process.Provides follow up to client and sales as necessary throughout the completion of the on boarding process so that client inquiries and concerns are addressed asneeded.Reviews client surveys and re-engages clients as necessary based on survey results to ensure client satisfaction in service.Evaluates daily processes, initial call communications, email templates and procedures in order to suggest process efficiencies and to improve our client setup andon boarding experience.Supports various internal projects as needed including training on new product offerings, testing quality assurance system releases, and brainstorming cost reductionin order to mitigate any opportunity for error..Handles escalated new client issues or special client requests up through a satisfactory resolution to ensure a positive on boarding experience.Audits, researches and analyzes assigned client issues and takes necessary corrective action to ensure a timely and accurate plan setup.

Rochester, New York Area

o Generated qualified sales leads for outside field representatives to strengthen client base o Met and exceeded minimum levels of production in accounts worked, leads generated, and units produced.o Utilized Oracle system to update client information and to improve market datao Reached 100% of Sales quota for current fiscal yearPaychex is the leading provider of a unified, end to end capital management solution in North America. It's award winning One Source Solution includes web based features for recruitment, onboarding, benefits, payroll, performance management, expense management, compensation planning, time/attendance, complete HR outsourcing, and self service. Paychex also leads in solutions to administer 401k, COBRA, Employee Handbooks, Garnishments, and State Unemployment Insurance. All with award winning customer service for any size business. Paychex products and service model is still unmatched in our industry and has the ability to develop our management solutions to be specific to each of our 550,000+ clients with 1-25,000 employees worldwide.

Held the positions of cashier, cash handler, pricing specialist and apart of the logistics team

Rochester, New York Area

Provided in home respite care for a special needs child.

Bachelor Of Arts, Strategic Communication

Activities and Societies: Social and Recreational Chair for Drackett Tower Community Council from 2007-2008Minored in both General.

Education record