6 employee benefits advisor jobs found in Bethlehem

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 call flow and...

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 resolute motivated individual to join our team as a Fraud & Investigations Advisor. This role is responsible for investigating potential cases of fraud across a wide array of business units and insurance products. The investigator will provide advice and counsel to business partners and assist with the completion of proactive risk assessments, including supporting the implementation of any necessary action plans or anti-fraud controls.  The Investigator will be expected to work in the office at least three days each week and to develop an understanding of anti-money laundering (AML) policies and procedures.  You will Conduct investigations from start to finish, including situations involving confidential complex and time-sensitive issues.  Perform investigations with due regard to the company's...

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 Experience Design   will   operationalize experience best practices at scale to deliver measurable business outcomes   supporting   Guardian’s   strategy .      Reporting into senior leadership, this role leads the User Experience (UX) team, the Customer Experience (CX) Programs team, and Senior Experience Consultants, and plays a critical role in enabling and supporting Guardian’s Business Technology Operating Model (BTOM). The leader ensures that consumer experience best practices are current, actionable, operationalized, and consistently applied to drive measurable business outcomes and progress toward goals.   This role acts as both a strategic advisor and enterprise influencer, partnering across business, technology, and functional leaders to embed consumer-first thinking into strategy, planning, and execution.   Key Responsibilities   Define and lead the enterprise vision for...

Description As a Consumer Experience (CX) Center of Excellence (COE) Lead, you’ll be a strategic enabler between our CX Center of Excellence and business and technology product teams — championing a journey-first, data-informed approach that advances consumer centricity at scale. You’ll consult with Product Managers and Value Stream Leaders to translate market trends and internal insights into clear recommendations for product roadmaps with measurable objectives and success metrics; operationalize CX standards across teams; and deploy the right COE expertise (VOC, experience design, research, intelligence) into the highest-value work to deliver improvements in consumer satisfaction, ease, and loyalty. You’ll train and coach Product Managers and other key product roles on journey mapping and consumer-centered ways of working, acting as a trusted advisor who helps teams apply these practices in real delivery decisions. This role is someone who thrives in ambiguous, fast-changing...

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...