2 associate jobs found in Bethlehem

Guardian is seeking a highly skilled professional with outstanding verbal and written communication abilities who demonstrates self-motivation and a clear goal-oriented mindset. You excel in dynamic, fast-paced environments and consistently uphold best-in-class customer service standards. Your patience, empathy, attention to detail, and ability to work both independently and as part of a team further distinguish your professional capabilities. You have   0-2 years of experience in broker-dealer operations or a related field Bachelor’s degree or equivalent combination of education and relevant work experience Knowledge of retail and retirement brokerage/advisory accounts, including required minimum distributions and federal and state tax requirements Awareness of operating in a regulated environment and the importance to adhere to policies, procedures, and supervisory controls A positive, service-oriented mindset...

Join the dynamic team at Guardian Life as a  Business Intelligence Analyst III and be part of a data-driven environment. This role focuses on improving risk management and operational efficiency in our Underwriting and Operations vertical. Collaborate with BI Consultants, end users, and IT teams to convert data into critical information for sound business decisions. Your insights will be highly accurate, actionable, and reliable, contributing to the education and training of business partners and clients. In this role, you will be responsible for providing leadership with comprehensive information gathering, structured documentation, and the effective presentation of findings to management at all levels. You will Work independently on highly complex, cross-functional, analytical projects, proactively addressing business needs. Provide analytical subject matter expertise and recommendations to the Underwriting & Operations organization. Participate in workstream planning...