ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Fayetteville, NC

Full-time - Entry Level

Remote - Fayetteville, NC

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 the necessary business regulations, 401(k) plan adoption agreements, and rollover processes. You will be the main point of contact for clients, providing them with the support they need to navigate the complexities of starting a business. In this role, you will build rapport with clients through phone and email communication, ensuring they feel supported throughout their journey. 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. Accuracy and attention to detail are 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 role, as you provide updates on client processes and assist clients with setting up their bank accounts. Additionally, you will explain the company's products and services to clients, ensuring they have a comprehensive understanding of the support available to them. Guidant Financial values adaptability, connection, and excellence, and as a ROBS Onboarding Specialist I, you will embody these values by providing outstanding customer service and fostering an inclusive workplace where everyone feels empowered to contribute. This position requires a proactive approach to problem-solving and the ability to manage multiple accounts effectively. You will also be expected to contribute to department and team projects as needed, showcasing your commitment to the company's success and your own professional growth.

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

• Comprehensive health coverage (with free premium option).
• Competitive salary.
• Paid parental leave.
• Generous 401k match.
• Paid Time Off of 3 weeks and 11 Paid Holidays.
• Ongoing training and career pathing opportunities.
• Supportive leaders and a culture of growth.
• Company provided equipment for remote work.