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Equitable

60 Equitable Customer Service Representative Jobs Hiring Near You

Equitable

Branch Office Coordinator

Woodland Hills, CA · On-site

$55K - $65K/yr

ABOUT THE ROLE At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in ...

Equitable

Administrative Assistant

Woodbridge, NJ · On-site

$63K - $66K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Administrative Assistant to join our team in ...

Equitable

Administrative Assistant

Woodbridge, NJ · Hybrid

$63K - $66K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Administrative Assistant to join our team in ...

Equitable

Administrative Assistant

Woodbridge, NJ · Hybrid

$63K - $66K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Administrative Assistant to join our team in ...

Equitable

Administrative Assistant

Woodbridge, NJ · Hybrid

$63K - $66K/yr

About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Administrative Assistant to join our team in ...

Equitable

Business Analyst-Life

Springfield, IL · On-site

$58K - $60K/yr

Equitable is seeking a dynamic Business Analyst-Life associateto join our growing team in ... customer-focused service during our core hours (8:00 AM-5:00 PM). Office location is 4341 Acer ...

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Equitable Jobs Information

What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

What makes Equitable an attractive place to work?

Equitable is a leading financial services company with a long history of innovation and commitment to customer satisfaction. The company offers a dynamic work environment that fosters collaboration, creativity, and professional growth, with opportunities to work on cutting-edge projects and develop new skills. By joining Equitable, individuals can contribute to the company's mission of helping people and businesses achieve their financial goals, while also advancing their own careers and making a meaningful impact in the industry.

Do workers at Equitable get paid breaks?

Yes. Most people get paid breaks.
83% of people say they get paid breaks.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and July 2025.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

At Equitable, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
75% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 8 people who took the Breakroom Quiz between May 2025 and March 2026.

Is the health insurance from Equitable affordable enough for their workers?

Most people say the health insurance costs are okay.
86% of people say the health insurance costs are okay
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Equitable?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 9 people who took the Breakroom Quiz between May 2025 and March 2026.

Do workers at Equitable worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.

Do Equitable managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
83% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do jobs at Equitable spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Is working at Equitable good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do people at Equitable feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed here.
55% of people say they often feel stressed at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Equitable’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

What other companies are hiring for Customer Service Representative jobs?

What are the most popular jobs at Equitable?

What are the most popular categories at Equitable?

Infographic showing various Customer Service Representative job openings at Equitable in the United States as of August 2026, with employment types broken down into 3% Internship, and 97% Full Time. Highlights an 42% Physical, 5% Hybrid, and 53% Remote job distribution.

Retirement Solution Specialist, Western territory (REMOTE)

Equitable

Remote

$60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Job Number: 10151
Job Number: 260000FB
External 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.
Equitable is seeking a Retirement Solutions Specialist (RSS) to join our Group Retirement team. The RSS provides dedicated, concierge-level support to targeted Retirement Benefits Group (RBG) advisors and their clients. The role is focused on proactively engaging existing clients to strengthen their retirement readiness by increasing contributions, re-engaging clients who have stopped contributing, identifying asset consolidation opportunities, and helping retain retirement assets within Equitable.
The RSS will work closely with advisors as an extension of their practice, using proactive client outreach, education, and data-driven insights to identify opportunities and drive meaningful client outcomes. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (9:00am to 6:00pm Pacific time zone). Periodic office visits may be requested based on business and training needs.
What You'll Be Doing
  • Proactive Client Outreach: Engage clients through outbound phone calls, email, and other approved communication channels to discuss their retirement savings, contribution activity, and ways to support their retirement savings goals.
  • Client Engagement & Re-Engagement: Proactively connect with clients who have reduced, paused, or stopped contributions to understand their circumstances, provide education, address concerns, and help them evaluate opportunities to restart contributions.
  • Contribution Enhancement: Identify and engage existing contributors who may have an opportunity to increase their retirement plan contributions. Educate clients on the potential long-term impact of increasing their savings and provide appropriate contribution options.
  • Concierge Advisor Support: Provide dedicated support to assigned RBG advisors and their clients, serving as an extension of the advisor's practice and helping strengthen ongoing client engagement.
  • Advisor Collaboration: Partner closely with RBG advisors to identify opportunities within their existing books of business, develop targeted outreach strategies, and connect clients back to their advisor when additional financial guidance or advice is appropriate.
  • Client Education: Educate clients on retirement savings concepts, contribution strategies, plan features, and the importance of consistent long-term savings while delivering a high-quality, personalized client experience.
  • Asset Consolidation & Rollover Opportunities: Identify clients with retirement assets held outside of Equitable or clients who may be at risk of moving existing assets. Educate clients on available options and partner with their Equitable Advisor to support appropriate asset consolidation and retention opportunities.
  • Data-Driven Opportunity Identification: Review and analyze client and advisor data to identify trends, prioritize outreach opportunities, and develop targeted strategies to improve contribution and engagement rates.
  • Follow-Up & Relationship Management: Maintain consistent and timely follow-up with clients and advisors to help move identified opportunities forward and provide a seamless client experience.
  • Activity Tracking & Reporting: Accurately document client interactions, outreach activity, opportunities, and outcomes within applicable systems and maintain appropriate records in accordance with company policies and regulatory requirements.
  • Performance Management: Track and report key performance indicators, including outbound activity, client engagement, contribution increases, contribution restarts, asset consolidation opportunities, and other identified client outcomes.

The base salary for this position is $60,000. This role is eligible for variable compensation.
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
  • Bachelor's degree or relevant professional work experience
  • FINRA Series 6 and 63, active upon hire
  • Life, Health, and Variable licenses, active or ability to obtain within 30 days of hire
  • 2 years professional experience in a sales support or client-facing role within financial services

Preferred Qualifications
  • Professional work experience in Retirement Services
  • FINRA Series 7 and 65 registrations, highly desired
  • Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors.
  • Excellent problem-solving skills and a proactive approach to client engagement.
  • Ability to analyze data and develop strategic plans to increase client contributions.
  • Knowledge of retirement plans, contribution strategies, and financial products.
  • High level of professionalism and a client-focused mindset

Skills
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.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.
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.
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.
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 .
Community / Marketing Title: Retirement Solution Specialist, Western territory (REMOTE)
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About Equitable

Sourced by ZipRecruiter

At 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.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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