Equitable
Retirement Plan Account Manager - (Job Number: 2400002U)
This job is now closed
Job Description
- Req#: 382093
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Salary up to $66,000
- Opportunity for performance-based compensation, including base salary increases, spot bonuses, and short-term incentive compensation
- Comprehensive benefits package, including medical, dental, vision, and 401(k) plan
- Potential for growth and advancement within the organization
- Chance to work with a diverse and inclusive team
- Ability to make a positive impact on clients' financial well-being
What to Expect (Job Responsibilities):
- Serve as the primary contact for assigned plan sponsors, advisors, and brokers
- Act as a liaison between plan sponsors and internal groups
- Ensure prompt and effective response to plan sponsor inquiries
- Demonstrate a full understanding of clients' plans and objectives
- Assist with compliance testing and provide support to clients via call center
What is Required (Qualifications):
- 2+ years of customer service and/or client relationship management experience
- Strong written and verbal communication skills
- Independent problem-solving skills
- Knowledge of MS Office suite
How to Stand Out (Preferred Qualifications):
- Associates degree
- Familiarity with ASPPA Retirement Plan Fundamentals coursework
- Experience working with MS Office suite
Hashtags:
#FinancialServices #CustomerService #CareerOpportunity #Compensation #Benefits
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.