ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Lake Charles, LA

Full-time - Entry Level

Remote - Lake Charles, LA

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 the comfort of your home while contributing to a growing and stable company that has already facilitated over $5 billion in funding for more than 20,000 businesses, creating nearly 100,000 jobs in the process. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand the necessary business regulations, 401(k) plan adoption agreements, and 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 be their primary point of contact throughout the onboarding process. You will also collaborate with third-party vendors to ensure timely filing of state and federal documents related to Corporate and 401(k) Plan EINs, generating legal documents with accuracy and detail, and preparing final Corporation and Plan documents. Additionally, you will work closely with the Sales team to provide updates on client processes and assist clients with setting up their bank accounts while explaining 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 embody these values. You will contribute to department and team projects and perform other duties as required, all while maintaining a focus on delivering outstanding customer service and navigating tough financial conversations with a positive attitude. This position requires a proactive approach to problem-solving and the ability to work independently in a remote environment, creating an inclusive workplace where everyone feels a sense of belonging.

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 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