About this role
Wealth Management Relationship Manager at Guardian Life. Location: Bethlehem or New York City. Role: building relationships, resolving escalations, coordinating stakeholders Requirements: 3+ years client service/relationship management experience, NetX 360 experience, broker-dealer/financial services background, strong communication, ownership, and ability to manage complex issues; securities licenses preferred. Category: Customer Service Seniority: Mid Level Tools: NetX 360 Certifications: sie, series 6, series 7, series 63 Commitment: Full Time Workplace: Hybrid Languages: English