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Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

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Field Compensation Customer Service Representative

Location: Charlotte, North Carolina US

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Job Number: 10134

Job Number: 260000E1

External Description: At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we have honed since 1859.

Equitable is seeking a dynamic Field Compensation Customer Service Representative to join our growing team.

What You'll Be Doing

  • Field Support: Manage incoming calls and emails from advisors, providing prompt and accurate assistance related to their inquiries within the Wealth Management business line.
  • Compensation Inquiry Research: Investigate and resolve compensation-related questions from advisors. This involves utilizing multiple internal systems and collaborating with various departments to ensure accurate and timely resolutions.
  • Cross-Training and Team Support: Participate in cross-training initiatives across the CSR team to support all aspects of team operations, including coverage for time off and managing workload across the team.

This position offers a hybrid work schedule with an on-site presence 2-3 days per week in our Syracuse NY or Charlotte, NC offices expected to foster collaboration and connection.

The base salary range for this position is $47,948 - $74,798. 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
What You Will Bring

  • Strong verbal and written communication skills
  • Previous customer service experience
  • Ability to research and resolve complex issues efficiently.
  • Proficiency in navigating internal systems and databases.
  • Collaborative team player able to work with multiple departments.
  • Flexibility to adapt to changing team needs and priorities.
  • Experience in financial services

Skills
  • Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
  • Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
  • Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
  • 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.

About Equitable

At Equitable, we are a team 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. Click Careers at Equitable to learn more.

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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 .

Community / Marketing Title: Field Compensation Customer Service Representative

Location_formattedLocationLong: Charlotte, North Carolina US