ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Topeka, KS

Full-time - Entry Level

Remote - Topeka, KS

Professional, Scientific, and Technical Services

About the position

The ROBS Onboarding Specialist I position at Guidant Financial is a fully remote role designed for individuals who are passionate about helping entrepreneurs realize their dreams of starting their own businesses. This position is integral to the company's mission of increasing the number of successful small businesses across the United States. Guidant Financial has a proven track record, having facilitated over $5 billion in funding to help launch more than 20,000 businesses, which in turn has created nearly 100,000 jobs in the economy. The company is committed to delivering innovative funding solutions and leveraging the latest technology to support entrepreneurs in their journey. As a ROBS Onboarding Specialist, you will be responsible for guiding clients through the entire rollover process, from entity formation to funding. This role requires a customer-centric approach, as you will be working closely with new and existing entrepreneurs to help them navigate business regulations, 401(k) plan adoption agreements, and rollover processes. You will build rapport with clients through phone and email communication, ensuring they feel supported and informed throughout their journey. In addition to direct client interactions, you will collaborate with third-party vendors to ensure timely filing of necessary state and federal documents related to corporate and 401(k) plan EINs. Accuracy and attention to detail are crucial, as you will be generating legal documents and preparing final corporation and plan documents. You will also 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. This role is not just about individual contributions; you will also be expected to contribute to department and team projects, showcasing your ability to work collaboratively in a remote environment.

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 as 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 empowers employees to speak up and be heard.