Mark Getchell Email & Phone Number

Smithfield, Rhode Island, United States

Answered incoming calls to address a variety of client needs. Managed phone expectations with regard to the individual needs of the client including: time the interaction should last, appropriate resolution for the specific issue, and any next steps. Met client trading and distributions needs, while maintaining necessary security protocols to protect.

Westborough, Massachusetts, United States

Responded to client inquiries via an incoming call center, assisting with the complexities of required paperwork and securities transactions. Analyzed and reviewed requirements needed to provide appropriate outcomes for both shareholders and Primerica agents.

Boston, Massachusetts, United States

Managed a book of business representing small Physical Therapy practices utilizing the WebPT practice management software, ensuring success on the platform.

Watertown, MA

Managed a book of business comprised of individual practices, acting as their primary contact, guiding them through the increasing complexities of the healthcare landscape and handling any escalations. Work with a variety of internal and external teams to achieve positive outcomes for the practices, learning what makes each unique and leveraging that for.

Boston, Massachusetts, United States

 Significantly fueled efficiency and reduced the backlog from 600 to under 200 outstanding items. Leveraged expertise in management and risk assessment to make key decisions that improved departmental operations.

Boston, Massachusetts, United States

 Established a strong, dedicated team and sustained outstanding performance during first and second rounds of layoffs; maintained all service agreements during the transition. Increased client relations by introducing a direct mail process that enabled agents to mail securities directly to customers. Organized a cross-training platform that boosted.

Boston, Massachusetts, United States

 Positioned the company as a top competitor in the marketplace by overseeing ACH installation; this project also led to reduction in labor hours and operating expenses. Cut misdirected customer inquiries by 25% through comprehensive training and development of cross-functional staff. Saved time and money by initiating a new check processing system that.

Boston, Massachusetts, United States

 Selected to represent the department for enterprise-wide initiative that focused on eliminating money laundering. Consulted with internal and external clients to effectively and accurately process trades of restricted employee stock; oversaw clearing of shares.

Boston, Massachusetts, United States

 Reduced costs by 20% by researching and establishing a direct mail service (through DTCC) that saved up to three days of mailing time. Minimized errors by 15% through the reconciliation of security positions.

Boston, Massachusetts, United States

Responded to inquiries and executed complex trading strategies for 200-300 incoming client calls each day. Managed order flow for clients and effectively mitigated risk to generate daily profits. Proactively resolved price disputes by sustaining communication with market makers.