Field Compensation Customer Service Representative

Equitable•Syracuse, NY

2d•$47,948 - $74,798•Hybrid

About The Position

Equitable is seeking a dynamic Field Compensation Customer Service Representative to join their growing team. This role involves managing incoming calls and emails from advisors, providing assistance related to Wealth Management business line inquiries, and investigating/resolving compensation-related questions. The representative will utilize internal systems, collaborate with departments, and participate in cross-training to support team operations. This position offers a hybrid work schedule, requiring 2-3 days per week in either the Syracuse, NY or Charlotte, NC offices.

Requirements

Strong verbal and written communication skills
Previous customer service experience
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.
Experience in financial services
Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
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.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
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.

Responsibilities

Manage incoming calls and emails 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, utilizing multiple internal systems and collaborating with various departments.
Participate in cross-training initiatives across the CSR team to support all aspects of team operations, including coverage for time off and managing workload across the team.