Guidant Financial Group - Augusta, GA
posted about 2 months ago
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 partnering with new and existing clients to guide them through the complexities of business regulations, 401(k) plan adoption agreements, and rollover processes. Your primary responsibility will be to ensure that clients navigate the entire rollover process smoothly, from entity formation to funding, while providing exceptional customer service throughout their journey. In this role, you will build rapport with clients through phone and email communications, ensuring they feel supported and informed at every step. 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 will be essential as you generate legal documents 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, all while explaining the company's products and services. Guidant Financial values adaptability, connection, and excellence, and as a member of our 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 proactive approach to problem-solving and a commitment to outstanding customer service.