- Guardian Life (Bethlehem, PA)
- **Overview:** As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing ... wealth management accounts. **You will:** + Partner...wealth management accounts. **You will:** + Partner with General Agencies...and setting up standing ACH instructions + Monitor an agency 's book of business through management of… more
- Guardian Life (Bethlehem, PA)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong… more