Job summary
Guidant Financial is looking for a Remote Account Representative I. The role involves supporting small business owners who utilize our 401(k) plan administration services. Responsibilities include taking inbound client calls, answering questions, resolving plan-related issues, reviewing client documents, and collaborating with team members.
Job seniority: entry level
Responsibilities
• Manage a queue of cases and respond within a defined time frame• Develop a basic understanding of retirement plans, specifically 401(k) Plans• Ability to complete tasks independently while also collaborating within your team and department• Advise clients of internal processes and assist clients with navigating multiple systems• Obtain and analyze documents submitted by clients for accuracy• Assist clients and team members on advanced retirement plan topics including terminations• Contributing to department and team projects• Performs other duties as required
Requirements
• Must be 18 years of age• Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations is preferred• Excellent verbal and written communication skills• Able to adapt easily to process and organizational changes• Ability to have difficult conversations with clients while maintaining professional demeanor• Meticulous attention to detail and proactive approach to problem solving• Skills in customer service, organization, and collaboration• Ability to work overtime with increased requirements leading up to set deadline period for clients with limited Paid Time Off (PTO) allowed• 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 by empowering all our employees to speak up, ask questions, and be seen• Must pass a background check• Must meet work from home requirements to qualify
Benefits
• Work with a team of smart, creative, fun and highly motivated people• Continue to learn with ongoing training, career pathing, and supportive leaders• Top benefits and perks including comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match• Flexible work arrangements with autonomy in work structure and company-provided equipment• Be part of Guidant's award-winning culture and enjoy company events• Be part of an inclusive work environment that values employee voices and provides support
