Job Information
Equitable Retirement Plan Account Manager in Remote, United States
Retirement Plan Account Manager ( 240000GF )
Primary Location : UNITED STATES-Remote
Other Locations : UNITED STATES-NY-Syracuse
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Responsibilities of the Retirement Plan Account Manager include:
Serves as primary contact for assigned plan sponsors, advisors, and brokers; acting as liaison between plan sponsors and various internal groups. Promotes customer satisfaction through effective service delivery.
Interprets and articulates retirement plan provisions from plan documents, summary plan documents, and related plan materials to assist plan sponsor with ensuring accuracy and compliance with regulations.
Understands the product, systems, and applicable IRS and DOL regulations and able to communicate impact to plan sponsors.
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. Responds to plan sponsor's requests on a variety of issues supporting day to day plan administration. ie: contribution processing, plan amendments, withdrawal/loan provisions.
Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives.
Understands and communicates Define Contribution/Benefit group retirement plans including benefits, investments and fees.
Partners with outside Third Party Administrators (TPAs) supporting compliant plan operation/administration.
Actively participants in onboarding of new plans.
Provides support to case resolution services such as review, investigate, analyze and recommend resolution to complex service inquires including customer complaints in accordance with regulatory agency (SEC, NASD, and State Insurance Dept.) guidelines, legal requirements as required.
Communicate with clients, management, and legal counsel on potentially litigious situations.
The base salary range for this position is $46,000 - $67,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications:
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
Preferred Qualifications:
ASPPA Retirement Plan Fundamentals coursework
Associates degree
QKA designation is a plus
Experience working with MS Office suite
Strong written and verbal communication skills
Independent problem solving skills
Skills
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 240000GF