• Wealth Management Customer

    Guardian Life (Bethlehem, PA)
    …growth and an opportunity to advance professionally? Then join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial ... of brokerage and advisory accounts. Candidates must possess exceptional customer service skills, be highly engaged and...to build a career with our financial services and wealth management team. **You have:** + 3+… more
    Guardian Life (09/21/24)
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  • Business Development Manager- Vice President

    JPMorgan Chase (Bethlehem, PA)
    …collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management , Merchant Services, and Card, to provide our ... If you are customer focused, enjoy building relationships, and providing financial...of business clients. Partner across lines of business (Chase Wealth Management , Home Lending, Branch Teams) to… more
    JPMorgan Chase (08/10/24)
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  • Senior Client Outreach Specialist

    Guardian Life (Bethlehem, PA)
    …inbound service calls **You have** + 5+ years life insurance and/or wealth management sales and support experience + Strong insurance, retirement and/or ... General Agencies to help drive referrals and improve the customer experience through proactive outreach to existing clients. You...wealth management knowledge + Series 7,66 or… more
    Guardian Life (06/28/24)
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  • Citizens Banker

    Citizens (Brodheadsville, PA)
    …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with more complex ... + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to… more
    Citizens (08/17/24)
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  • Operations Implementation Lead, Complex Policy…

    Guardian Life (Bethlehem, PA)
    …align with the company's future vision + Experience with life, disability, and wealth management products, systems, and data preferred but not required **Salary ... and successful implementation of business requirements to achieve innovative, best-in-class service experiences for our customers and distribution partners. You will… more
    Guardian Life (07/17/24)
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