Job Description

Case Coordinator (REMOTE)(2600002C)

Primary Location

:UNITED STATES-Remote

Organization

:Equitable

Schedule

:Full-time

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.

As a Case Coordinator, you are the primary point of contact to financial professionals and internal/ wholesalers who submit new applications on behalf of clients purchasing financial products. This role is responsible for ensuring applications and fund transfer documents meet all regulatory standards and client information is full and complete. We provide valuable financial tools and insurance products for our clients. In doing so, we want to ensure our risk assumptions and regulatory requirements are fully addressed at point of sale. 

What You'll Be Doing:

  • Effectively manage personal caseload to resolve errors/omis...

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