Institutional Product Support Associate (HYBRID)

Job description

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. The Institutional Business and New Ventures team is currently seeking a curious and driven individual to join our team. The Institutional Product Support Associate will handle various types of telephone inquiries from retirement plan participants regarding their guaranteed retirement income product (annuity). What You'll be Doing: Core Call Center Responsibilities - Professionally handle inbound calls from retirement plan participants, addressing questions related to product features, and account actions - Provide clear, accurate education on product features and next steps, supporting both simple and complex inquiries - Accurately document caller details and conduct follow-ups when necessary to ensure a seamless participant experience - Champion client experience and participant utilization initiatives by actively capturing the customer feedback and channeling those insights into meaningful process enhancements - Active participation and successful completion of customer service training and other training to remain current...