Retirement Plan Account Manager; Hybrid OR REMOTE

Retirement Plan Account Manager (HYBRID)

Primary

Location:

UNITED STATES-NY-Syracuse

Other Locations: UNITED STATES-NC-Charlotte

Organization:
Equitable

Schedule:

Full-time

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

Equitable is looking for a Retirement Plan Account Manager to support our Silver Tiered Retirement Plan Advisors and Plan Sponsors. We are committed to delivering the highest level of support, ensuring that we meet the unique needs of our valued clients.

• Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators, acting as liaison between plan sponsors and various internal groups.
• Ensure response to all inquiries via email and toll-free incoming calls within SLA. Respond to inquiries on a variety of issues supporting day to day plan administration (e.g., contribution processing, plan amendments, withdrawal/loan provisions).
• Able to interpret and articulate basic retirement plan provisions from plan documents and related materials to assist plan sponsor with ensuring accuracy and compliance with regulations.
• General understanding of product, fees, systems, and applicable IRS and DOL regulations.
• Promote collection and completion of compliance testing. Work with clients to resolve basic operational or compliance issues.
• Provide Employer Plan website support for new plan web walkthroughs, ongoing Plan, FP and TPA support. Knowledgeable of web features, reporting functionality and online capabilities.
• Provide support to case resolution services such as review, investigate, analyze and recommend resolution to complex service inquiries including customer complaints in accordance with regulatory agency guidelines.
• Communicate with clients, management, and legal counsel on potentially litigious situations.
• Support incoming toll-free inquiries minimum of 75% per day.
• One late night required per week – regularly scheduled, service is open until 7pm ET M-Th, 5pm ET Fri.
• ASPPA Retirement Plan Fundamentals coursework required. This course must be taken and passed within 12 months of hire date.

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary range for this position is $48,000 - $60,000. 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

• 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.

• 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.
• 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…