Operations Coordinator

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable is seeking an Operations Coordinator to support the Overland Park, KS team. This is a part-time role working 20 hours per week, supporting customer service and sales needs for the branch. The role is remote and involves providing outstanding and customer-focused service. Schedules will be confirmed with the hiring manager.

What You’ll Be Doing

• Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
• Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
• Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
• Serve as the primary point of contact for incoming client inquiries related to the CRM program.

Compensation

The base salary for this position is $26,000.00. Actual base salaries vary based on skills, experience, and geographical location. Equitable provides a full range of benefits, including 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

Required Qualifications

• A high school diploma or equivalent professional work experience.
• Hands-on customer service, operations, administrative, and/or sales support experience.
• Ability to manage multiple priorities and work independently.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.

Preferred Qualifications

• An associate or bachelor's degree.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• CRM management expertise.
• A strong customer service orientation and professional phone presence.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so 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.

Equal Employment Opportunity

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. 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.