ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - High Point, NC

Full-time - Entry Level

Remote - High Point, 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 the comfort of your home while contributing to 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 be expected to build rapport with clients through phone and email communications, providing them with the support they need as they navigate the complexities of starting their businesses. 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, generate legal documents with accuracy, and prepare final Corporation and Plan documents. Collaboration with the Sales team will also be essential, as you will 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. This position requires a proactive approach to problem-solving and a passion for delivering outstanding customer service, especially when navigating tough financial conversations. Overall, this role is designed for individuals who thrive in an autonomous environment and are committed to creating an inclusive workplace where everyone feels a sense of belonging. You will be empowered to make an impact on both your clients and your career as you help entrepreneurs succeed in their business endeavors.

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.