4 client executive employee benefits jobs found in Bethlehem, PA

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...

Role Summary   The Head of Enterprise Voice of the Customer Program is a senior people leader responsible for leading and scaling Guardian’s enterprise Voice of the Customer ( V o C ) capabilities across Group Benefits, FP&R Solutions, and Client Solutions & Wealth Management.   Sitting within Consumer Experience & Advocacy (CXA), this role translates   priorities into actionable,   journey level   customer insights that enable partners to make more   customer led   decisions that drive growth, retention, and operational performance.   The leader is accountable for   VOC   program delivery, insight synthesis,   closed loop   feedback, and experience measurement, while building a   high performing   team and strong partnerships across the enterprise.     Key Responsibilities   Lead execution of Guardian’s enterprise   VoC   strategy, ensuring alignment to   strategic...

Job Description Guardian is seeking a Senior Data Engineer to join the team responsible for establishing and maintaining an optimized, scalable data pipelines to provide access to high quality, consistent data in an easy and convenient manner to all authorized end users and applications of Guardian and its subsidiaries. As a Senior Data Engineer, you will play a vital role in our data infrastructure and analytics ecosystem. You will work closely with data architects and data scientists to build and maintain data pipelines, transform raw data into actionable insights, and contribute to the development of cutting-edge data solutions. This is an excellent hands-on opportunity to experience the latest technologies and make a significant impact on our data-driven initiatives. You will Collaborate with cross-functional teams to understand data requirements and translate them into effective data pipelines. Provide technical leadership and mentorship to a team of Data...

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...