Wealth Management Account Specialist
| Company | Guardian Life |
|---|---|
| Location | Bethlehem, PA, USA |
| Salary | $48170 – $72260 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- College Degree or relevant work experience
- Strong retirement and wealth management knowledge
- The ability to work independently and with a team
- A background in the financial services industry in a service, operational, or sales support role
- An understanding of broker dealer systems for account opening, asset movements, and order entry
- Proficiency with MS Office programs
Responsibilities
- Partner with General Agencies and Financial Representatives to onboard new clients
- Process new account opening and funding
- Assist with Asset movements, wires, checks, journals, and ACH
- Monitor and Track account alerts
- Service Park Avenue Securities accounts including brokerage and advisory
Preferred Qualifications
-
No preferred qualifications provided.