Field Compensation Customer Service Representative

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.

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
• Collaborative Team Player
• Effective Communications
• Effective Presentations
• Managing Multiple Priorities

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.

Equitable Pay and Benefits

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

About the Role

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

Qualifications

Flexibility to adapt to changing team needs and priorities.

Schedule

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.

Pay

The base salary range for this position is $47,948 - $74,798. Actual base salaries vary based on skills, experience, and geographical location.

Benefits

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