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 as a Customer Service Specialist! 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.

You will

• Answer and resolve phone, email, and chat inquiries from financial professionals and clients on wealth management operations, including new accounts, transfers, mutual funds/annuities, stocks/bonds, alternative investments, qualified and non-qualified plans, and brokerage/advisory platforms and tools.

• Guide financial professionals and clients on required documentation, ensuring accurate submission and setting clear expectations for next steps and de-escalating concerns as needed.

• Navigate multiple systems while managing call flow and delivering a consistent, best-in-class service experience.

• Follow established verification procedures and collect required data points, including Personally Identifiable Information (PII), to ensure information is shared with the appropriate party in compliance with policy.

• Demonstrate a high level of accuracy and consistency when documenting interactions, utilizing internal systems to ensure audit readiness and seamless client experience.

• Take end-to-end ownership of inquiries by setting clear next steps, following up as appropriate, and driving each issue through resolution.

• Demonstrate self-sufficiency and sound judgment by researching questions independently using available tools, resources, and documentation

• Participate in Quality Assurance reviews, coaching sessions, and continuous improvement efforts, while adhering to assigned schedules, availability expectations, and service standards

• Proactively identify solutions for efficiency, system improvements, or process enhancement, and escalate insights or issues through appropriate channels.

What Success Looks Like:

Successful Wealth Management Customer Service Specialists demonstrate strong ownership of customer issues, consistently meet quality and availability standards, accurately document all interactions, and adapt to a fast-paced, metrics-driven environment while maintaining a high level of professionalism and care.

You have

• Demonstrated comfort with technology and common computer programs including but not limited to Microsoft suite programs, Outlook, Excel, One Note, and Powerpoint.

• Strong organizational skills with the ability to prioritize and multitask.

• Motivation to learn, be coachable, and successfully apply feedback in a structured, performance-driven environment.

• Securities Industry Essentials (SIE) certification required, or willingness to obtain it within 90 days from the start of employment.

• Wealth management service experience is a plus, but not required.

• College degree or equivalent relevant work experience.

• Strong sense of accountability, attention to detail, and ability to operate within structured processes and regulatory requirements.

• Strong analytical, verbal, and written communication skills.

• Positive, team-oriented mindset with a commitment to delivering superior customer service.

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

Salary Range:

$42,830.00 - $64,250.00

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 MyHR@glic.com Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here

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