Jobs and Careers
EQ
Operations Coordinator
EquitableUnited States, United StatesRemotefull_timeVerifiedPosted 14 Jul 2026
💰 $26,000/yr
About the role
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 looking for an Operations Coordinator to support our Overland Park, KS team. This will be a part-time role working 20 hours per week supporting customer service and sales needs for the branch. You will work remotely t o provide outstanding and customer - focused service. Your schedule will be confirmed with the hiring manager.
What You'll Be Doing
• Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
• Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
• Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
• Serve as the primary point of contact for incoming client inquiries related to the CRM program.
The base salary for this position is $26,000.00. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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
• High school diploma or equivalent professional work experience.
• Hands-on customer service, operations, administrative and/or sales support experience.
• Ability to manage multiple priorities and work independently.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.
Preferred Qualifications
• Associate or bachelor's degree.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• CRM management expertise.
• Strong customer service orientation and professional phone presence.
Skills
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
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.
**********
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 looking for an Operations Coordinator to support our Overland Park, KS team. This will be a part-time role working 20 hours per week supporting customer service and sales needs for the branch. You will work remotely t o provide outstanding and customer - focused service. Your schedule will be confirmed with the hiring manager.
What You'll Be Doing
• Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
• Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
• Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
• Serve as the primary point of contact for incoming client inquiries related to the CRM program.
The base salary for this position is $26,000.00. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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
• High school diploma or equivalent professional work experience.
• Hands-on customer service, operations, administrative and/or sales support experience.
• Ability to manage multiple priorities and work independently.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.
Preferred Qualifications
• Associate or bachelor's degree.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• CRM management expertise.
• Strong customer service orientation and professional phone presence.
Skills
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
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.
**********
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