ROBS Onboarding Specialist I

$43,680 - $43,680/Yr

Guidant Financial Group - Roanoke, VA

Full-time - Entry Level

Remote - Roanoke, VA

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 success rate of 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 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 involves building rapport with clients through phone and email communication, ensuring timely filing of necessary state and federal documents, and generating legal documents with precision. You will also collaborate with the sales team to provide updates on client processes and assist clients with setting up their bank accounts. The role requires a customer-centric approach, as you will be navigating complex financial conversations while maintaining a positive customer experience. The company values adaptability, connection, and excellence, encouraging employees to embrace change, foster relationships, and strive for continuous improvement. This position not only offers the opportunity to make a significant impact on clients' lives but also emphasizes the importance of employee empowerment and growth within the organization.

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 3rd 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 set up.
• 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

• 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.
• Autonomy within your work structure with company provided equipment.
• Award-winning company culture with opportunities to connect with senior leaders and participate in company events.