Account Representative I

1 month ago


Saint Charles, Missouri, United States Guidant Financial Full time

Empowering Entrepreneurs Across the Country

At Guidant Financial, we're on a mission to empower entrepreneurs and increase the number of people who succeed in small business. As an Account Representative I, you'll play a crucial role in helping us achieve this goal.

About the Role

You will be responsible for providing unwavering support to small business owners who utilize our 401(k) plan administration services. This includes handling incoming client calls, resolving any issues related to their 401(k) plans, and answering client inquiries. You'll also review and update client-submitted documents within our state-of-the-art system, ensuring seamless collaboration with team members.

Key Responsibilities

  • 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.

Requirements

Traits of an Outstanding Candidate

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

Additional Requirements

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

Benefits

  • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
  • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders.
  • Wellness at its Best: 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.
  • Flexible Work Arrangements: Work comfortably from your home office.
  • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
  • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.


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