3 senior client executive jobs found in Bethlehem

The Senior Customer Specialist serves as a trusted escalation resource and relationship builder for the Park Avenue Wealth Management Customer Service Desk. This individual is responsible for supporting complex advisor, client, and internal partner inquiries, acting as the first point of contact for escalations, and ensuring that each interaction is handled with accuracy, empathy, professionalism, and ownership. This role is designed for an experienced service professional who can navigate complex situations, build trust with advisors and internal stakeholders, identify recurring service trends, and partner with team leaders to improve training, procedures, and operational effectiveness. The Senior Customer Specialist helps create meaningful service experiences that reinforce confidence in the Wealth Management Customer Service Desk and strengthen relationships across Park Avenue Wealth Management. Key Responsibilities Escalation and Complex Issue Management Serve as...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as Lead Specialist, General Audit. This role will support the Head of Corporate Shared Services, Internal Audit. Typically, this position functions as a working audit project manager, fully responsible for planning, executing, and reporting audits independently and, on occasion, within a team. This role is focused on performing high quality, value-add, assurance and advisory services that identify, evaluate, and report on highly complex business risks and controls in accordance with the Institute of Internal Auditors Standards and established methodologies. This role will identify meaningful observations about the design and operating effectiveness of controls and discuss with various levels of manag ement on improving the internal control environment. You will be frequently...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...