Client Services Account Representative
Company: Guidant Financial
Location: Burley
Posted on: May 15, 2022
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Job Description:
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
Our Account Representatives support small business owners who
depend on our 401(k) plan administration services. A large part of
the role is taking inbound calls from our clients to answer
questions and assist in resolving issues of varying complexity.
Review documents submitted by our clients and proactively keep them
updated. Collaborate with our Plan Administration and Compliance
team to get our clients IRS Form 5500 filings, distributions, loan
requests, and other documents completed in a timely manner.
Essential Functions
Additional Functions
Requirements
Job Specifications
Other Requirements
Work Environment and Physical Demands
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
careers@guidantfinancial.com prior to submitting your resume.
Benefits
Keywords: Guidant Financial, Ogden , Client Services Account Representative, Sales , Burley, Utah
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here to apply!
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