FreshRemote.Work

Account Representative I

Arlington, Texas, United States - Remote

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

Are 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 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

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 …
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