Client Experience Support Specialist - Remote

Overview

Join Guidant Financial as a Client Experience Support Specialist, where you will provide exceptional support to small business owners managing their 401(k) plans in a fully remote role.

In Short

• Fully remote opportunity available in select US states.
• Compensation of $20 per hour, equivalent to an annual salary of $41,600.
• Support small business owners with their 401(k) plan administration.
• Engage in high-volume client communication via calls and emails.
• Guide clients through the electronic signing of annual 5500 filings.
• Maintain and update client records in the CRM system.
• Conduct proactive reminder calls to clients.
• Participate in ongoing training to become a subject matter expert.
• Utilize E-Signature software for document delivery.
• Collaborate with team members to deliver exceptional service.

Requirements

• Strong communication skills.
• Ability to handle high-volume client inquiries.
• Familiarity with 401(k) plans is a plus.
• Experience with customer relationship management systems.
• Adaptability and willingness to learn.

Benefits

• Work from home flexibility.
• Opportunity to empower entrepreneurs.
• Engaging team culture focused on growth.
• Ongoing training and development opportunities.
• Competitive hourly compensation.