Client Services Account Representative

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAAre you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.Our ValuesPassion: You champion our mission and think like an entrepreneur. Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along. Connection: Connection is important. You lift others up because when they grow you grow. Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity. Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member’s individual experiences.The RoleOur Account Representatives support small business owners who depend on our 401(k) plan administration services. A large part of the role is taking inbound calls from our clients to answer questions and assist in resolving issues of varying complexity. Review documents submitted by our clients and proactively keep them updated. Collaborate with our Plan Administration and Compliance team to get our clients IRS Form 5500 filings, distributions, loan requests, and other documents completed in a timely manner.Essential FunctionsManagea queue of cases and respond within a defined time frameDevelopa basic understanding of retirement plans, specifically 401(k) PlansAbilityto complete tasks independently while also collaborating within your teamand departmentAdviseclients of internal processes and assist clients with navigating multiplesystemsObtain and analyze documents submitted by clients foraccuracy Additional FunctionsAssistclients and team members on advanced retirement plan topics includingterminationsContributingto department and team projectsPerformsother duties as required RequirementsJob SpecificationsMustbe 18 years of ageAssociate’sor bachelor’s degree in a related field (business, finance, etc.) orequivalent work experience preferredBasicknowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations ispreferredExcellentverbal and written communication skillsAbleto adapt easily to process and organizational changesAbilityto have difficult conversations with clients while maintainingprofessional demeanor Meticulousattention to detail and proactive approach to problem solvingSkills in customer service, organization, and collaborationAbility to work in an autonomous environment where you can bea self-directed, independent workerAbility to create an inclusive workplace where everyone feelsa sense of belonging by empowering all our employees to speak up, askquestions, and be seen. Other RequirementsMustpass a background checkMustmeet work from home requirements to qualify Work Environment and Physical DemandsDutiesare primarily performed in an office environment and require sufficientpersonal mobility and physical capability to permit employee to functionin this environmentRequiressitting at a desk for up to 8 hours and ability to lift up to twenty (20)pounds For this position there are minimum work from home requirements that must be met in order to perform the essential job functions in a remote WFH environment. For any questions, please reach out to careers@guidantfinancial.com prior to submitting your resume.Benefits Our People are Key to Success: Work with a team ofsmart, creative, fun and highly motivated people When You Grow, We Grow: Continue to learn with ongoing training,career pathing, and supportive leaders. In 2021, we promoted 43% of ourorganization! Wellness: Top benefits and perks including comprehensivehealth coverage (with free premium option), competitive salary, and paidparental leave and a generous 401k match. Be able to disconnect with Paid TimeOff of 3 weeks and 11 Paid Holidays. Flexible Work Arrangements: Work from the enjoyment ofyour home office. We work with entrepreneurs every day; we want you tohave autonomy within your work structure with company provided equipment. Awesome Culture: Be part of Guidant’s award-winningculture and have the experience to connect through coffee with seniorleaders or hit a home run being part of our company sporting events. Empowering Equity and Inclusion: Be part of an inclusive workenvironment that gives employees a voice to speak up, be heard, andsupported.