Park Avenue Securities Customer Service Associate - Bethlehem, PA

Guardian Life; United States; Remote; USD 41,000 - 63,000; Full time

Job summary

A leading company in financial services is seeking a Customer Service Associate to support financial professionals and clients. This role includes addressing inquiries on brokerage and advisory accounts. The candidate should possess strong communication skills and technological prowess, with opportunities for career growth and a starting pay rate of $27.50 per hour.

Qualifications

• SIE certification required or willingness to obtain within 90 days.
• Wealth management service experience not required.
• Ability to multitask and adapt to new processes.

Responsibilities

• Accurately resolve inquiries from financial professionals and clients.
• Document interaction details using internal tracking system.
• Meet or exceed performance metrics in customer service.

Skills

Technological prowess

Strong organizational skills

Excellent analytical skills

Verbal communication skills

Written communication skills

Motivation to learn

Positive attitude

Education

College degree

Job description

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 Securities as a Customer Service Associate! 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.

Note: This position will have a projected starting pay rate of $27.50 per hour, with a 3% annual bonus target.

Key Responsibilities:

• Accurately answer and research/resolve phone, email, and chat inquiries from financial professionals and clients regarding a wide array of wealth management operational topics, including new account setups, transfer of assets, mutual funds and annuities, stocks and bonds, qualified and non-qualified plans, as well as brokerage and advisory platform/tools/system navigation and troubleshooting.
• Provide guidance to financial professionals and clients in reviewing documents being submitted for processing and ensure accurate completion of all applicable sections. Establish clear expectations of the next steps that will need to occur to complete/resolve an inquiry and de-escalate concerns as necessary.
• Successfully navigate multiple computer programs while simultaneously managing call flow and providing a best-in-class service experience.
• Adhere to established procedures to properly verify callers, obtaining correct data points or Personally Identifiable Information (PII) to ensure information is provided to the appropriate party.
• Thoroughly and accurately document details of all interactions, in a timely manner, using our internal tracking system.
• Meet and/or exceed individual and team performance metrics, including established Quality and Customer Survey goals, while adhering to established team schedule.
• Be a positive change agent, proactively seeking out process improvements and challenging the status quo to improve the way we do business and continuously raise the bar.

Qualifications:

• Technological prowess and demonstrated understanding of computer programs.
• Strong organizational skills and the ability to multitask.
• Motivation to learn, be coachable, and adapt to new processes and systems.
• SIE certification required or willingness to obtain within 90 days.
• Wealth management service experience not required.
• College degree or relevant work experience.
• Excellent analytical, verbal, and written communication skills, with a strong sense of accountability.
• Positive attitude and dedication to providing superior customer service in a team environment.

Join us and build a career with our financial services and wealth management team. Apply today!

Salary Range:

$41,890.00 - $62,830.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.