ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Lansing, MI

Full-time - Entry Level

Remote - Lansing, MI

Professional, Scientific, and Technical Services

About the position

As a ROBS Onboarding Specialist I at Guidant Financial, you will play a crucial role in helping entrepreneurs across the United States realize their dreams of starting their own businesses. This fully remote position allows you to work from home while contributing to a company that has successfully funded over 20,000 businesses and created nearly 100,000 jobs. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand business regulations, 401(k) plan adoption agreements, and the necessary steps to launch their small business. You will be part of a team that values adaptability, connection, and excellence, and you will have the opportunity to make a significant impact on both clients and your own career. In this role, you will directly interact with clients, building rapport through phone and email communication. You will assist them in navigating the complexities of business formation and funding, working closely with third-party vendors to ensure timely filing of state and federal documents. Your attention to detail will be essential as you generate legal documents and prepare final Corporation and Plan documents. Collaboration with the Sales team will also be a key aspect of your job, as you provide updates on client processes and help clients set up their bank accounts. Additionally, you will contribute to department projects and perform other duties as required, all while maintaining a focus on delivering outstanding customer service. Guidant Financial is committed to fostering an inclusive workplace where every employee feels empowered to speak up and contribute. As a ROBS Onboarding Specialist, you will be expected to navigate tough financial conversations with a positive attitude, demonstrating a proactive approach to problem-solving and a competitive spirit in managing multiple accounts. This position requires a self-directed worker who thrives in an autonomous environment and is passionate about helping others succeed.

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
• Contribute to department and team projects
• Perform other duties as required

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

Benefits

• Comprehensive health coverage (with free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• Paid Time Off of 3 weeks
• 11 Paid Holidays
• Ongoing training and career pathing
• Supportive leaders
• Company provided equipment for remote work
• Award-winning company culture
• Opportunities to connect with senior leaders
• Participation in company sporting events
• Inclusive work environment that empowers employees to speak up and be heard