COMPANY

Quantuvis Consulting is a wholly owned subsidiary of Genworth Financial, Inc. (NYSE: GNW), and is a national consulting firm that that specializes in the financial services industry, working with financial planning/investment firms on business strategy, human capital, marketing, practice management, and operations. With a solid portfolio of clients, an exceptional reputation, and a high rate of growth, we are a growing presence in our industry.  

If you are intelligent, driven, have a great attitude and work ethic, and want to add your experience to a top-notch professional team, we invite you to apply.

PROJECT MANAGEMENT

• Manage client engagements and relationships “top-to-bottom”
• Oversee and direct client scheduling and consulting work flow
• Manage/run Weekly Client Meeting, provide weekly status reports to Consultant(s)
• Manage and direct the Master Travel Schedule, oversee scheduling of calls and on-sites
• Maintain and update the Client Capacity Manager
• Direct, review and approve client work product (participate as needed)
• Direct, review and approve paperwork for client calls, work blocks and on site meetings
• Draft and deliver client Call Logs
• Review Client Time Reports, provide weekly status reports
• Ensure client files, binders, and managers are maintained accurately and timely
• Direct and support the Consulting Team in client work flow and activities
• Perform special assignments as requested

CLIENT RELATIONSHIP MANAGEMENT

• Act as the primary relationship contact: intake, filter, and respond (phone & e-mail)
• Participate in ongoing client calls, update Call Notes and oversee follow through
• Provide weekly status reports to clients (phone or e-mail)
• Support CONS in providing direction, guidance and input to clients regarding work in progress
• Respond to client service needs or request, or direct to appropriate team member
• Handle client scheduling as needed
• Build and maintain client relationships by providing excellent service and ensuring that client expectations are exceeded on a daily basis
• Manage team, process and clients to ensure a positive client experience!
• Perform special assignments as requested
• Oversee scheduling and preparation of Speaking Engagements
• Conduct initial prospect intake calls, schedule subsequent calls with Consultant as appropriate

BASIC QUALIFICATIONS

• Bachelors Degree

• Strong intellectual, analytical and reasoning abilities

• Ability to see big picture while maintaining attention to detail

• Ability to multi-task in a very busy environment

• Ability to work independently and be a team player

• Intermediate to advanced knowledge of Word (advanced preferred)

• Knowledge of Excel (advanced preferred)

• A positive, “whatever it takes” attitude

• A strong drive to pursue improvement and development at individual and firm level

PREFERRED QUALIFICATIONS

• Superior communication skills
• High level of professionalism
• Ability to self-direct and manage time and priorities
• Excellent organizational and project management skills

Please post for job number RP90439 at http://www.genworth.com/employment