Joe Getz Email & Phone Number

Omaha, Nebraska, United States

Omaha, Nebraska, United States

• Managed a staff of 15 phone / processing associates as well as served an active role for a sister team in a different location.
• Ensured institutional associates across the firm were best prepared to provide accurate tax information to advisors by composing and presenting annual training sessions in CA and TX to 300+ associates.
• Administered bi-weekly coaching sessions to staff with feedback and guidance to improve them in areas of focus and also allowing them time for open communication.
• Handled client escalations which allowed associates to return back to productive work and make certain delivery of outstanding service.
• Reviewed department Written Supervisory Procedures on a monthly basis to safeguard the firm was meeting regulatory compliance standards.
• Maintained department service levels by always being cognizant of queue volumes and moved around staff responsibilities to allow for timely processing of client paperwork.

Omaha, Nebraska, United States

• Served as subject matter expert on a team of 16 and developed and implemented training by working with other cross functional teams within the department.
• Monitored regulatory changes in the industry and developed and implemented new procedures to make certain the firm was in compliance.
• Coached peers on quality evaluations; provided feedback and guidance to reduce errors and delays with client paperwork submissions.
• Led cross-functional Problem-Solving meetings in support of the Better Way which allowed for open discussions on improving the client experience by modifying processing procedures.
• Supported with escalations to allow management to focus on high level work.
• Trained several new staff members throughout tenure and presented continuing education which led to higher productivity and lower error rates.

Omaha, Nebraska, United States

• Licensed broker that placed trades and assisted clients by identifying opportunities to help meet their financial needs.
• Aggressively worked to grow and retain the business of TDA’s most valuable clients by identifying unstated needs allowing me to provide exceptional service.
• Supported a book of 5000 clients by managing and organizing their needs to allow those who needed more interactions to be serviced adequately.
• Maintained relationships and served as point of contact for all account matters ensuring all inquiries were resolved and outstanding service was provided.