Operations Coordinator

About the Role

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 an Operations Coordinator to support our Overland Park, KS team. This will be a part-time role working 20 hours per week supporting customer service and sales needs for the branch.  You will work remotely to provide outstanding and customer‑focused service.  Your schedule will be confirmed with the hiring manager.

What You’ll Be Doing

•                Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.

•                Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.

•                Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.

•                Serve as the primary point of contact for incoming client inquiries related to the CRM program.

The base salary for this position is $26,000.00. 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
 

What You Will Bring

Required Qualifications

•                 High school diploma or equivalent professional work experience.

•                 Hands-on customer service, operations, administrative and/or sales support experience.

•                 Ability to manage multiple priorities and work independently.

•                 Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.

Preferred Qualifications

•                 Associate or bachelor's degree.

•                 Strong verbal and written communication skills.

•                 Excellent organizational skills and attention to detail.

•                 CRM management expertise.

•                 Strong customer service orientation and professional phone presence.

Skills

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.

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.

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

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.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

About Equitable

At Equitable, we’re 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.  Click Careers at Equitable to learn more.

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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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.