ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Newport News, VA

Full-time - Entry Level

Remote - Newport News, VA

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 company that has successfully funded over 20,000 businesses and created nearly 100,000 jobs. Your primary responsibility will be to guide clients through the rollover process, ensuring they understand the necessary business regulations, 401(k) plan adoption agreements, and rollover processes. You will be the main point of contact for clients, providing them with the support and information they need to successfully launch their small businesses. In this role, you will be responsible for building rapport with clients through phone and email communication, ensuring they feel supported throughout their journey. 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. Accuracy and attention to detail are essential as you will be generating legal documents and preparing final Corporation and Plan documents. Collaboration with the Sales team will also be a key aspect of your role, as you will provide updates on client processes and assist clients with setting up their bank accounts. Additionally, you will explain the company's products and services to clients, ensuring they have a comprehensive understanding of what is available to them. Guidant Financial values adaptability, connection, and excellence, and as a ROBS Onboarding Specialist I, you will embody these values by embracing change, fostering connections with clients, and striving for excellence in your work. This position offers the opportunity to contribute to department and team projects, allowing you to grow and develop your skills in a supportive 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 where you can be 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 rollover processes.

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.
• Inclusive work environment that supports employee voices.