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Equitable Retirement Plan Account Manager in Syracuse, New York

Retirement Plan Account Manager ( 2400002U )

Primary Location : UNITED STATES-NY-Syracuse

Other Locations : UNITED STATES-Remote

Organization : Equitable

Schedule : Full-time


At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll 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?

Responsibilities include but not limited to:

  • Serves as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans.

  • Acts as liaison between plan sponsors and various internal groups.

  • Promotes customer satisfaction through effective service delivery.

  • Responsible for client communication through incoming calls via toll free line and email.

  • Ensures prompt and effective response to all plan sponsor inquiries.

  • Responds to plan sponsor's requests on a variety of issues, including plan amendments.

  • Demonstrates a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives.

  • Understands the product, systems, and applicable IRS and DOL regulations.

  • Assists with compliance testing.

  • Responsible for assisting clients with incoming inquiries via Group Retirement call center.

  • May also provide onboarding and case resolution services such as review, investigate, analyze and recommend resolution to complex service inquires including customer complaints in accordance with regulatory agency (SEC, NASD, and State Insurance Dept.) guidelines, legal requirements as required.

  • Communicate with clients, management, and legal counsel on potentially litigious situations.

ASPPA Retirement Plan Fundamentals coursework preferred. This course must be taken and passed within 12 months of hire date.

The base salary range for this position is $46,000 - $67,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)


Required Qualifications:

  • 2 years of customer service and/or client relationship management experience

Preferred Qualifications:

  • Associates degree

  • Experience working with MS Office suite

  • Strong written and verbal communication skills

  • Independent problem solving 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.

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.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

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 prioritizing and time allocation.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.


At Equitable, we’re a team of over ten thousand strong; 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 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Req ID: 2400002U