SPEN Client Success Specialist ( 240000I1 )Primary Location : UNITED STATES-CT-HamdenOrganization : EquitableSchedule : Part-timeDescriptionAt 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?Equitable is seeking a Client Success Specialist to work with our team of two Financial Professionals in the Equitable Advisors office located in Hamden, CT. Our ideal candidate is organized, detail oriented, service focused and looking for an opportunity to thrive in a high-paced environment.We are growing and looking for a team-oriented professional to join our financial services group within a larger organization.Expectations, Administrative Functions and Responsibilities
Timely processing of service requests, investment transfers, new business.
Maintain business spreadsheet and update status of requests daily while seeing tasks through to completion.
Regularly, as needed or urgently, communicate progress of service requests to financial professionals and clients.
Act as a client liaison: answer emails and phone calls in a timely, ethical, pleasant and professional manner.
Assist with meeting preparation and school visits by preparing marketing materials.
Use company support services as needed to complete documents, applications, prepare marketing materials and problem solve.
Interact and collaborate with members of the team, other financial professionals and company employees in a respectful, supportive and professional manner.
Utmost reliability and proactive communication with clients in person, in email and during telephone interactions.
QualificationsRequired Qualifications
Educated with a minimum of two years post high school in business, marketing, communications or relevant studies
Preferred Qualifications
Able to multi-task, prioritize workflow, communicate progress or setbacks to others.
An attentive individual with excellent and proactive problem solving and critical thinking skills.
Skilled at Excel, Microsoft, Outlook, Adobe, Docu-Sign and Client interaction software, database management and systems.
Willing to learn and implement new technology and office procedures as well as identify opportunities for improvements in workflow, process management, etc.
A problem-solver and critical thinker who recognizes the accuracy and urgency of attending to client requests.
Self-motivated and able to work independently
Successfully experienced in customer service and/or office management
SkillsCommunicationUnderstanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.ConfidentialityKnowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.Managing Multiple PrioritiesKnowledge 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 AdministrationKnowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.Project ManagementKnowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.ABOUT EQUITABLEAt 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 [email protected] .Req ID: 240000I1