Wealth Management: Customer Experience Leader

Guardian Life; Town of Bethlehem (NY); Hybrid; USD 69,000 - 113,000; Full time

Job summary

Guardian Life seeks a Park Avenue Wealth Management Team Leader to guide a frontline team in delivering high‑quality customer service within the Park Avenue Wealth Management Center.

You will drive coaching, development, and performance to meet service goals while partnering with senior leaders to implement improvements and growth initiatives. Bethlehem or NYC locations with travel as needed.

Qualifications

• 2–3 years of high-touch customer service or operations experience with strong retirement and/or wealth management knowledge.

Responsibilities

• Lead day-to-day operations and achieve optimal business results as the primary contact for colleagues and partners.
• Coach and develop team members through ongoing feedback and performance reviews.
• Monitor schedules and adherence to ensure resources meet customer needs and service levels.
• Analyze root causes of escalations and implement improvements to reduce effort and repeat contacts.

Skills

Leadership

Customer service

Wealth management knowledge

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

OneNote

Job description

Guardian Life seeks a Park Avenue Wealth Management Team Leader to guide a frontline team in delivering high‑quality customer service within the Park Avenue Wealth Management Center.

You will drive coaching, development, and performance to meet service goals while partnering with senior leaders to implement improvements and growth initiatives. Bethlehem or NYC locations with travel as needed.