Account Representative I

$43,680 - $43,680/Yr

Guidant Financial Group - Stonecrest, GA

Full-time - Entry Level

Remote - Stonecrest, GA

Professional, Scientific, and Technical Services

About the position

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA. The wage for this position is $21 per hour, equivalent to an annual salary of $43,680. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services. You will handle incoming client calls, expertly resolve any issues related to their 401(k) plans, and enthusiastically answer all client inquiries. Additionally, you will meticulously review and update client-submitted documents within our state-of-the-art system. Ensuring seamless collaboration with team members, including Plan Administrators and Quality Assurance Specialists, is crucial to ensuring the prompt completion of tasks such as 5500 filings, distribution requests, loan requests, and other necessary documentation.

Responsibilities

• Effectively manage and prioritize a queue of cases, ensuring timely responses within predefined deadlines.
• Demonstrate a deep understanding of retirement plans, with a specific emphasis on 401(k) Plans.
• Showcase your capacity to independently complete tasks while collaborating seamlessly within your team and department.
• Masterfully guide clients through internal processes, providing invaluable assistance in navigating multiple systems.
• Thoroughly examine and analyze client-submitted documents for maximum precision and accuracy.
• Providing support to clients and team members regarding complex retirement plan matters, including terminations.
• Contributing to various department and team initiatives to achieve shared goals.
• Going above and beyond to handle any additional tasks that arise in order to keep things running seamlessly.

Requirements

• Preferably holding an associate's or bachelor's degree in a field related to the position (such as business or finance) or equivalent work experience.
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations.
• Excellent verbal and written communication skills are a must.
• Ability to adapt to process and organizational changes.
• Ability to confidently engage in difficult conversations with clients while maintaining professionalism.
• Meticulous attention to detail and a proactive approach to problem-solving.
• Prior experience in customer service, organization, and collaboration will be highly regarded.
• Flexibility and willingness to work overtime during peak periods leading up to set deadlines.

Nice-to-haves

• Empathy: Understanding and sharing the feelings of clients, especially when resolving their issues.
• Patience: Maintaining composure and being patient when dealing with client issues and queries.
• Adaptability: Handling various tasks and duties effectively.
• Proactivity: Taking initiative and contributing actively to team projects without being prompted.
• Resilience: Keeping going in the face of challenges, especially when dealing with complex retirement plan topics.
• Open-mindedness: Willingness to learn about topics like retirement plans.
• Diligence: Attention to detail when reviewing documents submitted by clients.
• Reliability: Completing tasks independently and collaborating effectively.

Benefits

• Comprehensive health coverage (with a free premium option).
• Competitive salary.
• Paid parental leave.
• Generous 401k match.
• 3 weeks of Paid Time Off plus 11 Paid Holidays.
• Flexible work arrangements allowing work from home.
• Ongoing training and career development opportunities.