Client Onboarding Specialist I
Company: Guidant Financial
Location: Hamlet
Posted on: May 16, 2022
Job Description:
Job DescriptionThis 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, VAAre 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. Were 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.Our ValuesPassion: You champion our mission and think like
an entrepreneur.Adaptability: Change isnt scary. You embrace
opportunities to adapt and bring others along.Connection:
Connection is important. You lift others up because when they grow
you grow.Excellence: You thrive outside of your comfort zone. You
jump at the chance to make things better and have insatiable
curiosity.Diversity: You encourage diversity, equity and inclusion.
You help empower our community and foster an environment that
encourages different perspectives and values each team member's
individual experiences.The RoleA customer centric, ROBS expert that
partners with new and existing entrepreneurs (clients). Guiding
clients as they launch their small business by understanding
business regulations, 401(k) plan adoption agreements and roll-over
processes.Essential Functions
- 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 servicesAdditional Functions
- Contributing to department and team projects
- Perform other duties as requiredRequirements
- Must be 18 years of age
- 1-2 years of customer relations experience required
- Passion for provide 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 seenOther Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current
certificationsWork Environment and Physical Demands
- Duties are primarily performed in an office environment and
require sufficient personal mobility and physical capability to
permit employee to function in this environment
- Requires sitting at a desk for up to 8 hours and ability to
lift up to twenty (20) poundsFor this position there are minimum
work from home requirements that must be met in order to perform
the essential job functions in a remote WFH environment. For any
questions, please reach out to careers@guidantfinancial.com prior
to submitting your resume.Benefits
- Our People are Key to Success: Work with a team of smart,
creative, fun and highly motivated people
- When You Grow, We Grow: Continue to learn with ongoing
training, career pathing, and supportive leaders. In 2021, we
promoted 43% of our organization!
- Wellness: Top benefits and perks including comprehensive health
coverage (with free premium option), competitive salary, and paid
parental leave and a generous 401k match. Be able to disconnect
with Paid Time Off of 3 weeks and 11 Paid Holidays.
- Flexible Work Arrangements: Work from the enjoyment of your
home office. We work with entrepreneurs every day; we want you to
have autonomy within your work structure with company provided
equipment.
- Awesome Culture: Be part of Guidants award-winning culture and
have the experience to connect through coffee with senior leaders
or hit a home run being part of our company sporting events.
- Empowering Equity and Inclusion: Be part of an inclusive work
environment that gives employees a voice to speak up, be heard, and
supported.
Keywords: Guidant Financial, Fayetteville , Client Onboarding Specialist I, Other , Hamlet, North Carolina
Didn't find what you're looking for? Search again!
Loading more jobs...