Wealth Management Customer Service Specialist
Company: Guardian Life
Location: Trenton
Posted on: May 23, 2023
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Job Description:
Looking for a great career with paid benefits on day 1, career
growth and an opportunity to advance professionally? Then join
Guardian Life! Our Customer Service Specialists are responsible for
providing 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. Candidates must possess exceptional customer
service skills, be highly engaged and looking for an opportunity to
build a career with our financial services and wealth management
team.
You have
3+ years in a high-touch, service or operations environment
preferred.
Strong insurance, retirement and/or wealth management knowledge
preferred.
College degree, or relevant work experience.
Securities license preferred (Series 7 or 63), but not
required.
Demonstrated understanding of computer systems and keyboarding
skills.
Excellent analytical, verbal and written communication skills, with
strong sense of accountability.
Strong organizational skills, ability to multitask.
Positive attitude and dedication to providing superior customer
service in a team environment.
Ability to work remotely with access to high-speed internet
services.
You will
Accurately answer and research/resolve phone, email and chat
inquiries from financial professionals and Clients. Inquiries will
cover a wide array of wealth management topics such as 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 your expertise to financial professionals and Clients in
the review of documents being submitted for processing and provide
instruction to ensure accurate completion of all applicable
sections.
Successfully navigate multiple computer systems 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.
Establish clear expectations of next steps that will need to occur
to complete/resolve an inquiry and de-escalate concerns as
necessary.
Thoroughly and accurately document details of all interactions, in
a timely manner, using 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.
Reporting Relationships
Location
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.
Salary Range
$40,260.00 - $67,100.00
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.
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.
Health Care
Choice of [high deductible/copay] medical plans* with prescription
drugs, including coverage for fertility and transgender inclusive
benefits
Dental plan
Vision plan
Health care accounts - flexible spending, health reimbursement, and
health savings accounts
Critical illness insurance
Life and Disability Insurance
Company-paid Life and Disability insurance plus voluntary
supplemental coverage
Accident insurance
Retirement and Financial
401(k) retirement plan with a company match, plus an annual
age/service-based Company contribution and an annual profit-sharing
contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity
representative
Time Off and Remote Work
Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for
volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of
religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
Emotional well-being, mental health, and work/life resources
powered by Spring Health
Wellness programs, including fitness program and equipment
reimbursement
Child, adult, and elder back-up care support through Bright
Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Justice, Equity, Diversity & Inclusion (J.E.D.I.)
Employee Resource Groups that advocate for inclusion and
diversity
J.E.D.I. certification and training programs
Matching gifts/volunteering
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.
Guardian is committed to providing access, equal opportunity and
reasonable accommodation for individuals with disabilities in
employment, its services, programs, and activities. 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
applicant_accommodation@glic.com .
Every day, Guardian helps our 29 million customers realize their
dreams through a range of insurance and financial products and
services. Our Purpose, to inspire well-being, guides our dedication
to the colleagues, consumers, and communities we serve. We know
that people count, and we go above and beyond to prepare them for
the life they want to live, focusing on their overall well-being -
mind, body, and wallet. As one of the largest mutual insurance
companies, we put our customers first. Behind every bright future
is a GuardianTM. Learn more about Guardian at guardianlife.com
.
Keywords: Guardian Life, Trenton , Wealth Management Customer Service Specialist, Hospitality & Tourism , Trenton, New Jersey
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