clients Guidant Financial

Client Onboarding Specialist I


🇺🇸 USA Only

Job Type






Skill Set


Customer Support

Job Details

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

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

Passion: You champion our mission and think like an entrepreneur.
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.
Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.

The Role

A customer centric, ROBS expert that partners with new and existing entrepreneurs (clients). Guiding clients as they launch their small business by understanding business regulations, 401(k) plan adoption agreements and roll-over processes.

Essential Functions

  • Direct client through all steps of the rollover process from entity formation to funding
  • Build rapport over the phone and through email with clients
  • Work with 3rd party vendors to ensure timely filing of state and federal documents related 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

  • Contributing to department and team projects
  • Perform other duties as required


  • Must be 18 years of age
  • 1-2 years of customer relations experience required
  • Passion for provide 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 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
  • Complete continuing education based upon current certifications

Work Environment and Physical Demands

  • Duties are primarily performed in an office environment and require sufficient personal mobility and physical capability to permit employee to function in this environment
  • Requires sitting at a desk for up to 8 hours and ability to lift up to twenty (20) pounds

For this position there are minimum work from home requirements that must be met in order to perform the essential job functions in a remote WFH environment. For any questions, please reach out to [email protected] prior to submitting your resume.


  • 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. In 2021, we promoted 43% of our organization!
  • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, and 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.