Lead Associate Field Compensation

Required Qualifications

• Bachelors degree or relevant work experience
• 2 years of Customer Service experience or financial services
• Proficiency with Microsoft office products including Word Excel Outlook and PowerPoint
• Ability to interact well with internal and external customers
• Strong oral and written communications skills
• 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

Preferred Qualifications

• Accounting/Finance skills is a Plus
• Previous Broker Dealer experience processing commissions is a plus
• Knowledge of Excel pivot tables & VLOOKUPs

Skills

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.

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.

Planning and Organizing:Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Telephone-Based Customer Servicing:Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.

ABOUT EQUITABLE

At Equitable were 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.

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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 or email us at .

At Equitable our power is in our people.

Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential

Key Job Responsibilities

• Manage incoming calls from advisors providing prompt and accurate assistance related to their inquiries within the Wealth Management business line.
• 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.
• Participate in cross-training initiatives across the CSR team to support all aspects of team operations including coverage for time off and managing workload during staff attrition.
• Additional Job Duties May Include: follow up on items received from the field via phone or email maintain volume statistics process manual commissions quarterly call outs to FPs based on different types of communications research data and report it to Financial Professionals and provide commission web tutorials to the field as assigned.

The base salary range for this position is $58000- $65000. Actual base salaries vary based on skills experience and geographical 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