Client Experience Support Specialist @Guidant Financial

[Hiring] Client Experience Support Specialist @Guidant Financial

Apr 03, 2025 - Guidant Financial is hiring a remote Client Experience Support Specialist. 💸 Salary: $20 per hour, equivalent to an annual salary of $41,600. 📍Location: USA.

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Role Description

The Client Experience Support Specialist plays a vital role in supporting small business owners with the administration of their 401(k) plans. This dynamic position involves:

Answering questions and guiding clients through the electronic signing of annual 5500 filings
Keeping clients informed about any outstanding documents
Engaging in high-volume client communication via calls and emails
Collaborating effectively with team members in the 401(k) Administration Services department

What You’ll Do:

Engage with clients by handling their inquiries promptly and effectively within scheduled timelines
Build a solid foundation in 401(k) Plans and familiarize yourself with the 5500-filing process
Consistently meet department Service Level Agreements (SLAs) for live calls, voicemails, email interactions, and Net Promoter Scores (NPS)
Guide clients through various processes and systems to ensure they successfully complete their annual filings
Maintain and update client records in our customer relationship management system
Accurately upload investment management statements to the appropriate accounts
Swiftly assess accounts for any pending documentation and communicate the necessary information to clients
Conduct proactive reminder calls to clients about returning required information, completing their annual reports, and addressing any outstanding amendments
Engage in ongoing training and development with the goal of becoming a subject matter expert on 401(k) plans
Provide exceptional support to clients across a variety of scenarios, demonstrating a genuine passion for delivering an outstanding client experience

Additional Responsibilities:

Utilize E-Signature software to deliver documents to clients
Assist Account Specialists with their queues when necessary
Play a key role in team and departmental initiatives
Execute additional tasks as needed

Qualifications

1-2 years of experience in customer service or client support roles
Robust verbal and written communication skills
Proficient in using CRM software and Microsoft Office Suite
Ability to handle multiple tasks and manage time effectively
Great attention to detail and problem-solving abilities
Experience in the finance industry is a plus

Requirements

Traits:

Growth Mindset: Eager to learn and continuously improve
Adaptability: Comfortable with ambiguity and able to handle stressful situations calmly
Client Relationship Skills: Skilled at de-escalating situations and making clients feel valued
Proactive Communication: Willing to address issues directly and promptly
Resilience: Ready to tackle challenges head-on, even in less structured environments
Quick Learner: Capable of hitting the ground running, learning quickly, and figuring out answers independently

Work From Home Requirements:

A designated workspace to work from (home office)
High-speed internet connection

Benefits

Work with a team of smart, creative, fun and highly motivated people
Continue to learn with ongoing training, career pathing, and supportive leaders
Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match
Paid Time Off of 3 weeks and 11 Paid Holidays
Work from the enjoyment of your home office with company provided equipment
Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or participate in company sporting events
Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported

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Before You Apply

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

Back to Remote jobs > Customer Service

Client Experience Support Specialist @Guidant Financial

Customer Service

Salary 💸 $20 per hour, equivalent to an annual salary of $41,600	Remote Location USA
Job Type full-time	Posted Apr 03, 2025

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️

📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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[Hiring] Client Experience Support Specialist @Guidant Financial

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