Background or experience in client/customer service, marketing, communications or knowledge of the financial services industry is helpful. ABOUT Equitable: We have been providing stability and ...

60 Equitable Customer Service Jobs Hiring Near You
Background or experience in client/customer service, marketing, communications or knowledge of the financial services industry is helpful. ABOUT Equitable: We have been providing stability and ...
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
OR · On-site +1
$52K/yr
Equitable is seeking a driven, curious, and relationshipfocused Wealth Planning Associate to launch ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
OR · On-site +1
$52K/yr
Equitable is seeking a driven, curious, and relationshipfocused Wealth Planning Associate to launch ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Equitable is seeking a driven, curious, and relationship - focused Wealth Planning Associate to ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Equitable is seeking a driven, curious, and relationship - focused Wealth Planning Associate to ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Prior customer service experience, with a demonstrated commitment to delivering exceptional client ...
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Prior customer service experience, with a demonstrated commitment to delivering exceptional client ...
Regional Controls Manager, Wealth Management
OR · On-site +1
$80K - $90K/yr
Equitable is looking for a Regional Controls Manager (RCM) to join our branch compliance team ... customer solutions. Regulatory Environment - Financial Services: Knowledge of regulatory ...
Regional Controls Manager, Wealth Management
OR · On-site +1
$80K - $90K/yr
Equitable is looking for a Regional Controls Manager (RCM) to join our branch compliance team ... customer solutions. Regulatory Environment - Financial Services: Knowledge of regulatory ...
Supports the company's customer screening process and procedures in place to detect high risk ... ABOUT Equitable: We have been providing stability and reliability to our clients since 1859 to help ...
Supports the company's customer screening process and procedures in place to detect high risk ... ABOUT Equitable: We have been providing stability and reliability to our clients since 1859 to help ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Advisor Assist Financial Professional (HYBRID OR REMOTE)
OR · On-site +1
$55K/yr
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Advisor Assist Financial Professional (HYBRID OR REMOTE)
OR · On-site +1
$55K/yr
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... financial services and products that address their evolving financial needs throughout their ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... financial services and products that address their evolving financial needs throughout their ...
Regional Vice President - Mutual Funds (External Wholesaler) - Southeast Territory: TN, NC, SC, ...
OR · On-site +1
$85K/yr
Equitable is looking for a Regional Vice President (External Wholesaler) for Equitable Investment ... Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities. * Candidate ...
Regional Vice President - Mutual Funds (External Wholesaler) - Southeast Territory: TN, NC, SC, ...
OR · On-site +1
$85K/yr
Equitable is looking for a Regional Vice President (External Wholesaler) for Equitable Investment ... Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities. * Candidate ...
Business Operations Coordinator
Syracuse, NY · On-site
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Business Operations Coordinator
Syracuse, NY · On-site
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Business Operations Coordinator
$56K - $60K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... Manage to Service Level Agreements for timely responses to email communications and phone calls
Branch Office Coordinator
Woodland Hills, CA · Hybrid
$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 ...
Branch Office Coordinator
Woodland Hills, CA · Hybrid
$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 ...
Administrative Support Specialist
$52K - $54K/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 ...
Administrative Support Specialist
$52K - $54K/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 ...
Branch Office Coordinator
Los Angeles, CA · Hybrid
$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 ...
Branch Office Coordinator
Los Angeles, CA · Hybrid
$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 Jobs Information
What is it like to work at Equitable?
What makes Equitable an attractive place to work?
Do workers at Equitable 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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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 are the most popular job types at Equitable?
What are the most popular jobs at Equitable?
What are the most popular categories at Equitable?

Full-time
Medical, Retirement
Re-posted 17 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
We are currently seeking an Executive Vice President Assistant #CD# to assist the Branch Manager (EVP) on achieving branch growth and success based on regional goals. This individual will #CD#maintain and organize the schedule for the EVP#CD# assist with branch communications, event coordination, client appointments, recruiting and general meeting prep with managers, staff and financial professionals. Work with Digital Onboarding Specialist on marketing, social media and digital tools#CD# work with Branch Operations and Office Manager on billing and expenses. Responsible for travel coordination, spending account, weekly reporting of leaders in management, production and other ad-hoc performance reporting. Organizing weekly/ monthly content for meetings - This includes scheduling, documenting action items during the meeting and following up to ensure accurate and timely completion with a OneDrive link to share the content, list follow up items on OneNote and sharing task with other people involved in projects. Organizing external partner firm visits and VP meetings - This includes scheduling, securing conference rooms and technology needs, creating the agenda and distributing, etc.
QUALIFICATIONS:
Bachelor's Degree preferred, #CD# along with 3-5 years experienced#CD# Excellent ability to communicate effectively with people and coordinate events. Exceptional organization, written and verbal skills. Expertise with Microsoft Office tools (Outlook, Excel, CD# PowerPoint) are very important#CD# Proficient use of technology, social media, relationship management systems (i.e. Salesforce) preferred. Displays good judgment, decision making skills, understand the need for confidentiality at all levels of work and can handle adversity and multiple deadlines at the same time. Background or experience in client/customer service, marketing, communications or knowledge of the financial services industry is helpful.
ABOUT Equitable:
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
NOTE: Equitable participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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.
What Equitable employees say
Pay
Benefits
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Get the full story on Breakroom
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