ROBS Expert - Remote Customer Service

Overview

This is a fully remote position where you will assist entrepreneurs in launching their small businesses by guiding them through the rollover process and understanding business regulations.

In Short

• Fully remote work opportunity.
• Assist clients with the rollover process from entity formation to funding.
• Build rapport with clients via phone and email.
• Work with third-party vendors for timely document filing.
• Generate and prepare legal documents accurately.
• Collaborate with the Sales team for client updates.
• Help clients with bank account setup.
• Explain company products and services.
• Contribute to team projects and perform additional duties as required.

Requirements

• Strong customer service skills.
• Knowledge of business regulations and 401(k) plans.
• Ability to generate legal documents with attention to detail.
• Excellent communication skills.
• Experience in client relations.

Benefits

• Work from home flexibility.
• Opportunity to help entrepreneurs succeed.
• Supportive company culture focused on adaptability and excellence.