Retirement Plan Account Manager
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Syracuse • New York • North Carolina • United States
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Salary
💰 $48,000 - $60,000 per year
About the role
- Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators
- Communicate with clients, management, and legal counsel on potentially litigious situations
- Support incoming toll-free inquiries minimum of 75% per day
Requirements
- Associates Degree
- 2+ years of customer experience working in fast paced environment.
- Microsoft Office Suite with focus on Excel.
- Demonstrated written and verbal communication skills.
- Ability to problem solve independently.
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Office SuiteExcel
Soft Skills
communication skillsproblem solvingcustomer serviceindependent work
Certifications
Associates Degree