ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Overland Park, KS

Full-time - Entry Level

Remote - Overland Park, KS

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 being part of a growing and stable company that has already facilitated over $5 billion in funding, helping to launch more than 20,000 businesses and creating nearly 100,000 jobs in the economy. 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 rollover processes. In this role, you will directly interact with clients, providing them with the support they need from entity formation to funding. Building rapport with clients through phone and email communication will be essential, as you will work closely with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs. You will also be responsible for generating legal documents with accuracy, preparing final Corporation and Plan documents, and collaborating with the Sales team to provide updates on client processes. Additionally, you will assist clients with bank account setup and explain the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of the team, you will be expected to contribute to department and team projects while performing other duties as required. This position requires a proactive approach to problem-solving and a passion for delivering outstanding customer service, especially when navigating tough financial conversations. You will thrive in an autonomous environment, where self-direction and independence are key to your success.

Responsibilities

• Direct clients through all steps of the rollover process from entity formation to funding.
• Build rapport over the phone and through email with clients.
• Work with third-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 the Sales team to provide client process updates.
• Understand and assist clients with bank account setup.
• 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

• Work with a team of smart, creative, fun and highly motivated people.
• Ongoing training, career pathing, and supportive leaders with over 20% of the organization promoted in the last three years.
• 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.
• Flexible work arrangements with company provided equipment.
• Be part of Guidant's award-winning culture and connect with senior leaders or participate in company sporting events.
• Inclusive work environment that gives employees a voice to speak up and be heard.