Account Representative I

Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?

For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.

Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.

You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

As an Account Representative I at Guidant Financial, your primary focus will be providing unwavering support to small business owners who utilize our 401(k) plan administration services. You will handle incoming client calls, expertly resolve any issues related to their 401(k) plans, and enthusiastically answer all client inquiries. Additionally, you will meticulously review and update client-submitted documents within our state-of-the-art system. Ensuring seamless collaboration with team members, including Plan Administrators and Quality Assurance Specialists, is crucial to ensuring the prompt completion of tasks such as 5500 filings, distribution requests, loan requests, and other necessary documentation.

• Effectively manage and prioritize a queue of cases, ensuring timely responses within predefined deadlines.
• Demonstrate a deep understanding of retirement plans, with a specific emphasis on 401(k) Plans.
• Showcase your capacity to independently complete tasks while collaborating seamlessly within your team and department.
• Masterfully guide clients through internal processes, providing invaluable assistance in navigating multiple systems.
• Thoroughly examine and analyze client-submitted documents for maximum precision and accuracy.

• Providing support to clients and team members regarding complex retirement plan matters, including terminations.
• Contributing to various department and team initiatives to achieve shared goals.
• Going above and beyond to handle any additional tasks that arise in order to keep things running seamlessly.

• We're looking for someone who can understand and share the feelings of our clients, especially when resolving their issues.
• Dealing with client issues and queries may require you to maintain composure and be patient.
• In this role, you'll handle various tasks and duties, so the ability to adapt effectively to different situations is essential.
• We value individuals who take initiative and contribute actively to team projects without being prompted.
• The ability to keep going in the face of challenges, especially when dealing with complex retirement plan topics, is crucial.
• Being open to new ideas and having a willingness to learn about topics like retirement plans is important to us.
• Attention to detail is key, especially when reviewing documents submitted by clients.
• Your team members should be able to rely on you to complete tasks independently and collaborate effectively.

• Preferably holding an associate's or bachelor's degree in a field related to the position (such as business or finance) or equivalent work experience.
• We have a keen interest in candidates who possess a basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations.
• Excellent verbal and written communication skills are a must.
• We highly value individuals who can easily adapt to process and organizational changes.
• Honing the ability to confidently engage in difficult conversations with clients while maintaining professionalism is key in this role.
• We are seeking someone with a meticulous attention to detail and a proactive approach to problem-solving.
• Prior experience in customer service, organization, and collaboration will be highly regarded.
• Flexibility and willingness to work overtime during peak periods leading up to set deadlines is required, considering the limited availability of Paid Time Off (PTO) during this time.
• Our work environment fosters autonomy, where you can be self-directed and work independently.
• We strive to create an inclusive workplace where everyone feels a sense of belonging, is empowered to speak up, ask questions, and be seen.

• Must pass a background check
• Must meet work from home requirements to qualify

• Join a team of intelligent, imaginative, and highly motivated individuals.
• Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
• Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
• Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
• Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
• Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.