ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Grand Rapids, MI

Full-time - Entry Level

Remote - Grand Rapids, MI

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 steps to successfully fund their new ventures. In this role, you will directly interact with clients, building rapport through phone and email communications. You will work closely with third-party vendors to ensure the 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 job, as you provide clients with updates on their processes and assist them with setting up bank accounts. Additionally, you will explain the company's products and services to clients, ensuring they have a comprehensive understanding of their options. 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 challenging financial conversations with a positive attitude.

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.

Nice-to-haves

• Experience in the financial services industry.
• Familiarity with 401(k) plans and business regulations.

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.
• Company provided equipment for remote work.
• Award-winning company culture with opportunities to connect with senior leaders.