3 teller jobs found in Bethlehem, PA

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...

As a Wealth Management Agency Operations Specialist, you will support Guardian firms with submitting new business and servicing wealth management accounts. You will Partner with firms and Financial  Advisors to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management...

We are seeking a highly skilled and motivated Senior Data Analyst to join the Enterprise Strategy & Growth Initiatives team. In this role, you will play a crucial part in designing, building, and maintaining the feature engineering pipelines that power our predictive & descriptive data science use cases. Your expertise will help us transform raw data into actionable insights, ensuring that our data solutions are robust, scalable and efficient. The ideal candidate will have a passion for data, thrive in a collaborative environment, and are excited about leveraging cutting-edge technologies to drive business success alongside fellow data analysts, engineers, and scientists. Responsibilities: Design, build and maintain robust & scalable data pipelines to feed descriptive analytics and predictive analytics use cases. Construct meaningful data assets sourced from structured, semi structured, and unstructured data. Ensure data quality, accuracy and integrity of the...