Wealth Management Senior Customer Service Specialist (Financial Services)

Location: Bethlehem, United States. Candidates must be legally authorized to work in the United States without current or future employer sponsorship.

Salary: $49,260–$73,890 per year, plus potential annual, sales, or other incentive compensation.

Company

hirify.global provides insurance and wealth management services and supports professional development, well-being, and community-focused initiatives.

What you will do

• Act as the first escalation point for complex advisor, client, and internal partner inquiries.
• Own service issues from intake through resolution, including research, documentation, communication, and follow-through.
• Collaborate with operations, technology, subject matter experts, and business partners to resolve issues accurately.
• Track escalation trends, process gaps, knowledge gaps, and advisor pain points.
• Recommend improvements to training, procedures, technology, and operational workflows.
• Support representatives through knowledge sharing, coaching input, team huddles, and process reviews.

Requirements

• Experience in customer service, advisor support, financial services, operations, or wealth management.
• Strong understanding of service desk operations, escalation handling, client service standards, and relationship-based support.
• Ability to research, interpret, and communicate complex information accurately.
• Strong verbal and written communication skills with advisors, clients, peers, and internal partners.
• Ability to manage multiple priorities and remain professional under pressure.
• Experience identifying process gaps, documenting trends, and recommending practical improvements; comfort with CRM tools, service systems, knowledge resources, and Microsoft Office.

Nice to have

• Experience supporting financial advisors, wealth management platforms, brokerage operations, investment operations, or client service teams.
• Experience mentoring peers or supporting training, quality, or knowledge management initiatives.
• Familiarity with Park Avenue Wealth Management processes and advisor support models.
• Ability to translate complex operational or technical information into clear guidance.

Culture & Benefits

• Skill-building, leadership development, and philanthropic opportunities.
• Contemporary, supportive, flexible, and inclusive benefits and resources.
• Benefits are available to eligible full-time employees.
• Commitment to equal employment opportunity and reasonable workplace accommodations.