Immediate Hiring: ROBS Onboarding Specialist I – Remote Customer Service Expert for Small Business Entrepreneurs
About reputed company and Workwarp reputed company is a pioneering company that empowers entrepreneurs across the United States to reputed company their dreams of building successful small businesses. With a bold vision of increasing the number of people who succeed in small business, reputed company has put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs in the economy. We reputed company this by delivering innovative funding solutions and building the latest technology to support entrepreneurs in starting and growing their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to reputed company an impact on our clients and their careers. We reputed company in fostering a culture of adaptability, reputed company, excellence, and inclusivity, where our employees can grow and reputed company alongside our clients. Our Values We live by four core values that guide our actions and decisions: Adaptability: Change isn't scary. We embrace opportunities to adapt and bring others along. reputed company: reputed company is important. We lift others up because reputed company they grow, we grow. Excellence: We reputed company reputed company of our comfort zone. We jump at the chance to reputed company things reputed company and have insatiable curiosity. Inclusivity: We reputed company in creating an inclusive work environment that gives employees a voice to speak up, be heard, and supported. The Role We are seeking a highly skilled and customer-centric ROBS Onboarding Specialist I to join reputed company. As a key member of our remote team, you will partner with new and existing entrepreneurs (clients) to guide them through the rollover process from entity formation to funding. Your expertise in business regulations, 401(k) plan adoption agreements, and roll-over processes will be invaluable in helping our clients launch their small businesses. Key Responsibilities: Direct clients through reputed company steps of the rollover process from entity formation to funding. Build rapport over the phone and through email with clients to provide exceptional customer service. Work with 3rd party vendors to ensure timely filing of state and federal documents reputed company to Corporate and 401(k) Plan EINs. Generate legal documents with accuracy and detail. Prepare final Corporation and Plan documents. Collaborate with Sales team to provide client process updates. Understand and assist clients with bank account set up. Explain company products and services. Additional Functions: Contribute to department and team projects. reputed company other duties as required.
Requirements
To be successful in this role, you will need to possess the following qualifications and skills: Job Specifications: 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 by empowering reputed company our employees to speak up, ask questions, and be seen. Other Requirements: Must pass a background reputed company. Must meet work-from-home requirements to qualify. Complete continuing education based on reputed company certifications.
Benefits
We offer a comprehensive benefits package that includes: Our People are Key to Success: Work with a team of smart, creative, fun, and highly motivated people. reputed company 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 401(k) match. Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy reputed company 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. Compensation and Perks: The compensation package for this role includes a competitive hourly reputed company of $21 per hour, which equates to an annualized amount of $43,680. We also offer a comprehensive benefits package, flexible work arrangements, and a supportive work environment. How to Apply: If you are a motivated and customer-centric individual who is passionate about helping entrepreneurs reputed company their dreams, we encourage you to apply for this exciting role. Please visit our website to submit your application and join reputed company of dedicated professionals who are making a difference in the lives of small business owners across the United States. Apply for this job Apply tot his job Apply tot his job Apply To this Job