GFWM Mission Statement
Genworth Wealth Management serves independent financial advisors who build great businesses by making a difference in the lives of their clients. As advocates for our advisors’ livelihoods as well as the goals and dreams of their clients, we take a proactive role in teaching intelligent portfolio construction and how the management of risk instills confidence, clarity and calmness in all market conditions.
We offer a flexible combination of institutional and boutique investment strategies customized to individual goals and circumstances. We stay involved dedicated teams whose creative contributions help promote better outcomes for advisors’ practices and their investors’ portfolios. At the highest level, our product is a relationship of trust and dependability, which aligns the interests of both advisor and investor.
This position requires thorough knowledge of the brokerage and retirement plan industry with an in-depth understanding of organizational policies & procedures. Specific responsibilities include:
*Processing existing account requests which include investment change of service requests, model changes, account maintenance items, cost basis, contributions, redemptions and termination requests supporting GFAM's Investment Professional Group (IPG) and Private Client Group (PCG) distribution channel serving independent investment advisors and their clients.
*Satisfying advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO.)
*Using outstanding customer focus with strong phone skills to assist Financial Advisors in resolving open issues via telephone.
*Working as a team player and continuously meet or exceed service standards.
*Working as a self-directed problem solver with focus on execution, accountability and ownership.
*Assisting other areas and training cross-functionally in various operational tasks
*Researching complex issues with internal partners and responding to customer, client, and/or internal client requests via telephone and/or email
*Assessing risk and minimizing the organization exposure or liability regarding client issues
*Communicating effectively with functional peers and leaders in related functional areas in order to create an excellent customer service experience consistent with Genworth values.
• 3-5 years of Financial Operations experience in Securities Industry
• Outstanding Customer Focus; experience working in customer service environment
• Excellent oral and written communication skills
• Detailed individual; energized by driving change and process improvement
• Ability to meet or exceed deadlines in a productive work environment
• Self-directed, problem solver with focus on execution, accountability and ownership
• Strong computer skills with emphasis in Microsoft Word and Excel
Genworth Financial, Inc. - 2 years ago
Genworth Financial, Inc. is a leading Fortune 500® insurance holding company dedicated to helping people secure their financial lives....