Remote Client Onboarding Specialist I

Guidant Financial; Omaha (NE); On-site; USD 19,440 - 23,760; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Flexible work arrangements

Company-provided equipment

Ongoing training and career pathing

Inclusive work environment

Job summary

Join a dynamic and innovative firm dedicated to empowering entrepreneurs across the nation! This fully remote opportunity allows you to make a significant impact by guiding clients through the complexities of starting their own businesses. You will play a crucial role in helping clients navigate financial processes while enjoying a supportive work culture that values growth, adaptability, and connection. With comprehensive benefits, ongoing training, and a commitment to inclusivity, this position offers a fulfilling career path for those passionate about customer service and entrepreneurship.

Qualifications

• 1-2 years of customer relations experience required.
• Ability to work in an autonomous environment as a self-directed worker.

Responsibilities

• Guide clients through the rollover process from entity formation to funding.
• Build rapport with clients over phone and email.

Skills

Customer Relations

Problem Solving

Communication

Adaptability

Job description

Join a dynamic and innovative firm dedicated to empowering entrepreneurs across the nation! This fully remote opportunity allows you to make a significant impact by guiding clients through the complexities of starting their own businesses. You will play a crucial role in helping clients navigate financial processes while enjoying a supportive work culture that values growth, adaptability, and connection. With comprehensive benefits, ongoing training, and a commitment to inclusivity, this position offers a fulfilling career path for those passionate about customer service and entrepreneurship.