Group Retirement Onboarding Specialist

$46,000 - $67,000/Yr

Equitable - Remote, OR

Full-time - Entry Level

Remote, OR

5,001-10,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Equitable, our power is in our people. The Group Retirement Onboarding Specialist role is a pivotal position that encompasses several high-profile functions aimed at ensuring a smooth onboarding process for new plans under the Equitable Retirement Vision product. This role serves as the main point of contact for various stakeholders, including Plan Sponsors, Internal and External Wholesalers, Financial Professionals, Education Consultants, and SS&C. The specialist is responsible for tracking and coordinating the onboarding process for conversion plans, promoting customer satisfaction through enhanced and effective service delivery. The specialist ensures prompt and effective responses to all inquiries within a 24-hour timeframe and tracks the activity of each plan starting with a good order review. They provide milestone updates throughout all phases of a new plan setup and plan conversion, ensuring a seamless transition from the onboarding phase to Inforce. Additionally, the specialist is responsible for coordinating plan exchange and plan takeover mailings with the Product team and handling plan-level inquiries from various internal departments. This role requires a proactive approach to customer service and the ability to manage multiple priorities effectively. The Group Retirement Onboarding Specialist will play a crucial role in enhancing the overall customer experience and ensuring that all onboarding processes are executed efficiently and effectively.

Responsibilities

• Assist with onboarding new plans for the Equitable Retirement Vision product.
• Serve as the main point of contact for Plan Sponsors, Internal/External Wholesalers, Financial Professionals, Education Consultants, and SS&C.
• Promote customer satisfaction through enhanced and effective service delivery.
• Ensure prompt and effective responses to all inquiries within 24 hours.
• Track activity of each plan starting with good order review, providing milestone updates throughout all phases of a new plan set-up and plan conversion.
• Coordinate plan exchange and plan takeover mailings with Product.
• Ensure seamless transition from the onboarding phase to Inforce.
• Field and handle plan-level inquiries from Plan, Advisor, SS&C, and other internal departments.

Requirements

• 1 year of customer service experience
• Working knowledge of Microsoft Excel
• ASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date.

Nice-to-haves

• Product knowledge of defined contribution plans including 403(b), 457(b), 401(a), and 401(k)
• Ability to think creatively and challenge the status quo
• Ability to adapt to a variety of technology resources
• Independently manage time, ensuring adherence to service levels and timely responsiveness
• Knowledge of product features
• Excellent verbal and written communication skills with the ability to present to large groups and individuals
• Research and analytical skills
• ASPPA Retirement Plan Fundamentals coursework

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off