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Account Representative I - Baton Rouge, Louisiana, United States - Remote

This is a fully and permanently remote work from home opportunity with Guidant Financial, 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 $20/hr or $41,600 annually.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?  Guidant Financial has a bold vision of increasing the number of people who succeed in small business.  To date, their team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.  They are doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Their purpose goes beyond supporting entrepreneurs – they want their employees to feel as empowered as their entrepreneurs to make an impact on their clients and their careers.  

Our Values
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.

The Role

As an Account Representative I at Guidant Financial, you will support small business owners who utilize their 401(k) plan administration services. A large part of the role involves taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues. You will also be responsible for reviewing the documents submitted by clients and proactively updating the system to reflect all changes. …

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Job Profile

Regions

North America

Countries

United States

Skills

401(K) Plans Collaboration Communication Customer service Finance IRS/DOL Regulations Knowledge of 401(K) plan structure Organization Regulations Verbal and written communication Written communication

Tasks
  • Advise clients
  • Analyze documents
  • Answer client questions
  • Assist with retirement plan topics
  • Collaborate with team members
  • Manage a queue of cases
  • Manage cases
Education

Associate Associates Bachelor's Business Finance

Restrictions

Available in select states across the US Must meet Work from Home requirements Select states across the US

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9