Genworth Financial, Inc. (NYSE:GNW) is a leading public Fortune 500 global financial security company. Genworth has more than $114 billion in assets and employs approximately 7,000 people in 25 countries. Its products and services help meet the investment, protection, retirement and lifestyle needs of over 15 million customers. Genworth operates through three segments: Retirement and Protection, International and U.S. Mortgage Insurance. Its products and services are offered through financial intermediaries, advisors, independent distributors and sales specialists. Genworth Financial, which traces its roots back to 1871, became a public company in 2004 and is headquartered in Richmond, Virginia. For more information, visit genworth.com.
Position Description:
Growing asset management operation looking for an Operations Coordinator with continuous improvement mindset and industry knowledge to join our team. The team supports two channels of financial advisors and RIA’s processing client requests on existing accounts, such as:
-Contributions
-Withdrawals
-Investment Changes
-Allocation Changes
-Address/Beneficiary Changes
-Terminations, etc.
Our values are the foundation of our company. They define who we are and how we work. Our decisions are grounded in these values, and they guide our relationships with consumers, distributors, investors, the community and each other.
These four values are fundamental to Genworth’s success: Ingenuity, Clarity, Performance and Heart. We live these values with integrity, every day.
Description:
This position requires strong knowledge of brokerage and retirement plan operations and ability to quickly develop an in-depth understanding of organizational policies & procedures. Business serves two distribution channels independent and direct investment advisors and their clients. Must review incoming requests for activity on investment accounts, satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO.) Must have outstanding customer focus with strong phone skills to assist and educate Financial Advisors in resolving open issues via telephone. Successful candidate will be fast, accurate with great attention to detail and must be comfortable as the decision-maker on applying organizational policies and procedures to client request on investment accounts. Successful candidate will be able to demonstrate a track record of improving processes and taking on additional responsibility. Must be a team player and will need to continuously meet or exceed service standards. Must be a self-directed problem solver with focus on execution, accountability and ownership. Need to be able to assist other areas and be trained cross-functionally in various operational tasks. The position requires the ability to research complex issues with internal partners and respond to customer, client, and/or internal client requests via telephone and/or email. The person should possess the ability to assess risk and minimize the organization exposure or liability regarding client issues. Must communicate effectively with functional peers and leaders in related functional areas in order to create an excellent customer service experience consistent with Genworth values.
Minimum Basic Qualifications Required:
4 years of Brokerage/Trust/Securities Operations experience
Series 6 License
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
Ability to work 10:30 am to 7:00 pm, Monday through Friday
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