ROBS Expert - Remote Customer Support

Overview

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US.

In Short

• Remote position focused on supporting entrepreneurs.
• Guiding clients through the rollover process from entity formation to funding.
• Building rapport with clients via phone and email.
• Working with 3rd party vendors for timely filing of documents.
• Generating legal documents with accuracy.
• Preparing final Corporation and Plan documents.
• Collaborating with the Sales team for client updates.
• Assisting clients with bank account setup.
• Explaining company products and services.
• Contributing to team projects and performing other duties as required.

Requirements

• Experience in customer service or client support.
• Knowledge of business regulations and 401(k) plans.
• Strong communication skills.
• Ability to generate legal documents accurately.
• Experience in collaborating with teams.

Benefits

• Work from home flexibility.
• Opportunity to help entrepreneurs succeed.
• Supportive company culture.
• Competitive hourly wage.