ROBS Onboarding Specialist I

Guidant Financial Group • Independence, MO

319d • $21 - $21 • Remote

About The Position

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. The wage for this position is $21/hr which equates to an annualized amount of $43,680. Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Requirements

• Must be 18 years of age
• 1-2 years of customer relations experience required
• Passion for providing outstanding customer service
• Willingness to navigate tough financial conversations with a focus on delivering a positive customer experience
• Drive to learn with a proactive approach to problem solving
• Experience managing multiple accounts
• A competitive attitude about production while maintaining high quality work
• Ability to work in an autonomous environment where you can be a self-directed, independent worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Responsibilities

• Direct client through all steps of the rollover process from entity formation to funding
• Build rapport over the phone and through email with clients
• Work with 3rd party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs
• Generate legal documents with accuracy and detail
• Prepare final Corporation and Plan documents
• Collaborate with Sales team to provide client process updates
• Understand and assist clients with bank account set up
• Explain company products and services
• Contributing to department and team projects
• Perform other duties as required

Benefits

• Work with a team of smart, creative, fun and highly motivated people
• Continue to learn with ongoing training, career pathing, and supportive leaders
• Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match
• Paid Time Off of 3 weeks and 11 Paid Holidays
• Work from the enjoyment of your home office
• Be part of Guidant's award-winning culture
• Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed