ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Tallahassee, FL

Full-time - Entry Level

Remote - Tallahassee, FL

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 over the phone and through email will be essential, as you will be their main 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, generate legal documents with accuracy, and prepare 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 also have opportunities to contribute to department and team projects, ensuring that you are not only supporting clients but also enhancing the overall effectiveness of the organization.

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.
• Part of Guidant's award-winning culture with opportunities to connect with senior leaders and participate in company sporting events.
• An inclusive work environment that gives employees a voice to speak up, be heard, and supported.