Account representative

The Role

Guidant Financial is looking for a Remote Account Representative I. Our Account Representatives support small business owners who utilize our 401(k) plan administration services.

A large part of the role is taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues.

The role also requires reviewing the documents submitted by our clients and proactively updating the system to reflect all changes.

Collaboration is required with other members on the team, such as Plan Administrators and Compliance Specialists, to get clients 5500 filings, distribution requests, loan requests, and other documents completed in a timely manner.

What You'll Be Doing

• 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

Additional Functions

• 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

Other Requirements

• Must pass a background check
• Must meet work from home requirements to qualify

For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.

Benefits

• Our People are Key to Success : Work with a team of smart, creative, fun and highly motivated people
• When You Grow, We Grow : Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
• Wellness : Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match.

Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.

• Flexible Work Arrangements : Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
• Awesome Culture : Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
• Empowering Equity and Inclusion : Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

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, VA

The wage for this position is $21 / hr or $43,680 annually

Last updated : 2024-02-27