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Wealth Management Customer Service Specialist
Guardian Life
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Bethlehem, United States
Location
Bethlehem
Posted
June 06, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Are you looking for a great career with paid benefits from day one, opportunities for career growth, and a chance to advance professionally? Join Park Avenue as a Customer Service Specialist! Our Customer Service Specialists provide support to financial professionals and clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts.
**You will**
+ Answer and resolve phone, email, and chat inquiries from financial professionals and clients on wealth management operations, including new accounts, transfers, mutual funds/annuities, stocks/bonds, alternative investments, qualified and non-qualified plans, and brokerage/advisory platforms and tools.
+ Guide financial professionals and clients on required documentation, ensuring accurate submission and setting clear expectations for next steps and de-escalating concerns as needed.
+ Navigate multiple systems while managing...
**You will**
+ Answer and resolve phone, email, and chat inquiries from financial professionals and clients on wealth management operations, including new accounts, transfers, mutual funds/annuities, stocks/bonds, alternative investments, qualified and non-qualified plans, and brokerage/advisory platforms and tools.
+ Guide financial professionals and clients on required documentation, ensuring accurate submission and setting clear expectations for next steps and de-escalating concerns as needed.
+ Navigate multiple systems while managing...