Equitable
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
Retirement Plan Account Manager
March 19
Equitable
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
📋 Description
• Serves as primary contact for assigned plan sponsors, advisors, and brokers; • Promotes customer satisfaction through effective service delivery. • Interprets and articulates retirement plan provisions from plan documents, summary plan documents, and related plan materials. • Responsible for monitoring, collection and completion of compliance testing. • Works with clients to resolve operational or compliance issues. • Provides required audit reporting and support for larger plans requiring annual audits. • Ensures prompt and effective response to all plan sponsor inquiries via email and toll-free incoming calls.
🎯 Requirements
• 2+ years of defined contribution plan customer service/client relationship experience • ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date • ASPPA Retirement Plan Fundamentals coursework • Associates degree • QKA designation • Experience working with MS Office suite • Excellent written and verbal communication skills • Independent problem solving skills
🏖️ Benefits
• medical • dental • vision • 401(k) plan • paid time off
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