Mark Cheshul Email & Phone Number

Oceanport, New Jersey, United States

New York City Metropolitan Area

Metro New York City

Jersey City, Nj

* Developed company-wide response standards for customer inquiries; managed response times to ensure compliance with field management.* Introduced monthly and annual recognition programs for field management with top performance in Customer Service.* Facilitated presentations and team building activities for quarterly and annual meetings and “train the trainer” sessions.* Enhanced customer information safeguarding procedures; conducted field audits.* Excellent organizational skills.* Willing to participate in various process improvement initiatives; and contribute to operational and administrative activities, as needed.* Possess excellent communication, team building and problem-solving skills.* Able to work independently or part of a team-environment.* Computer literate, able to use Word, Excel, PowerPoint and Outlook.

Jersey City, Nj

Delivered exemplary customer service to broker-dealer clients on all matters of tax reporting, federal tax withholding, and tax regulations. Supported Tax Department customer service in responding to customer inquiries. Distributed tax statements to customers via electronic media.• Coordinated year-end tax statement quality control and test data reviews for 2.5M customer accounts.• Played key role in companywide initiatives to improve year-end processing, daily operations, expense control, and technology compliance. • Facilitated processes to create amended customer tax statements and file all changes with IRS.