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Broker Dealer Operations Specialist, Alternative Investments

Company

Guardian Life

Location

Bethlehem, United States

Type

Full-time

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests.

**You are**

+ A consummate professional with excellent verbal and written communication skills
+ Self-motivated and goal-oriented
+ Patient, empathetic, diligent, and able to work independently in a team environment

**You will**

+ Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing.
+ Develop an in‑depth understanding of **iCapital** platform interfaces and order entry within **NetX360** to enable seamless fund launches, recurring client activities, and overall book health.
+ Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first a...

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