Client Experience Support Specialist-Guidant Financial

Job Description

Job Title: Client Experience Support Specialist

Company: Guidant Financial

Location: Detroit, MI

Pay: $20 per hour

AI Pay Analysis: An hourly rate of $20 for a “Client Experience Support Specialist” in Detroit, MI, is generally lower than the average compensation for similar roles in the area. As of my last data update, client support positions typically range from $15 to $25 per hour, depending on experience and company size, with more specialized or senior roles potentially earning higher. Given that Detroit’s cost of living is lower than that of many major cities, the rate might be somewhat competitive for entry-level positions, but it may not attract more experienced candidates or those with specialized skills in customer experience. Employers may need to consider adjusting the rate to stay competitive and retain talent in the region.

Job description:

Join our team for a fully remote opportunity with Guidant Financial, available in select states across the U.S.: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

Compensation: $20 per hour, which translates to an annual salary of $41,600.

Are you passionate about delivering exceptional support to clients and facilitating the growth of small businesses? At Guidant Financial, we are committed to empowering both entrepreneurs and our team members. With over 20,000 businesses launched and nearly 100,000 jobs created through our innovative funding solutions, we invite you to embark on this exciting journey with us.

Our Core Values

• Adaptability: Embrace change and foster growth in others.
• Connection: Cultivate relationships, uplift others, and achieve collective growth.
• Excellence: Step beyond your comfort zone to drive improvements and satisfy your curiosity.

Your Role as a Client Experience Support Specialist

As a Client Experience Support Specialist, you will play a crucial role in supporting small business owners with the administration of their 401(k) plans. This dynamic position entails addressing client inquiries, guiding them through the electronic signing of annual 5500 filings, and ensuring they have the information needed to complete outstanding documents. You will engage in high-volume communication with clients via calls and emails while collaborating with your colleagues in the 401(k) Administration Services department to deliver outstanding service.

What You’ll Do

• Promptly and effectively respond to client inquiries within established timelines.
• Develop a solid understanding of 401(k) plans and the 5500-filing process.
• Consistently achieve departmental Service Level Agreements (SLAs) for live calls, voicemails, email interactions, and Net Promoter Scores (NPS).
• Guide clients through various processes and systems to facilitate the completion of their annual filings.
• Maintain and update client records in our customer relationship management system.
• Accurately upload investment management statements to the appropriate accounts.
• Assess accounts for any pending documentation and communicate essential information to clients.
• Conduct proactive reminder calls regarding the return of required information, completion of annual reports, and addressing outstanding amendments.
• Engage in ongoing training and development to become a subject matter expert on 401(k) plans.
• Provide exceptional support across diverse client scenarios, demonstrating a genuine commitment to an outstanding client experience.

Additional Responsibilities

• Utilize e-signature software to deliver documents to clients.
• Assist Account Specialists with their queues as needed.
• Participate actively in team and departmental initiatives.
• Execute additional tasks as required.

Requirements:

Traits

• Growth Mindset: Eager to learn and improve continuously.
• Adaptability: Comfortable navigating ambiguity and managing stress calmly.
• Client Relationship Skills: Proficient in de-escalation and making clients feel valued.
• Proactive Communication: Willing to address concerns directly and swiftly.
• Resilience: Prepared to face challenges, even in less structured environments.
• Quick Learner: Capable of rapidly adapting and independently finding solutions.

Skills and Competencies

• 1-2 years of experience in customer service or client support roles.
• Strong verbal and written communication skills.
• Proficient in CRM software and the Microsoft Office Suite.
• Ability to manage multiple tasks and prioritize effectively.
• Exceptional attention to detail and problem-solving skills.
• Experience in the finance industry is advantageous.

Work From Home Requirements

• A designated workspace within your home (home office).
• High-speed internet connection.

Prepare to make a meaningful impact in the lives of small business owners while enjoying a fulfilling career at Guidant Financial!

Benefits:

• Our People are Key to Success: Collaborate with a talented, creative, and motivated team.
• When You Grow, We Grow: Benefit from ongoing training, career pathing, and supportive leadership. Over the past four years, Guidant has promoted more than 30% of our team into new and exciting roles!
• Wellness: Enjoy comprehensive health coverage (including a free premium option), competitive salary, paid parental leave, and a generous 401(k) match. Take time to recharge with 3 weeks of Paid Time Off and 11 Paid Holidays.
• Flexible Work Arrangements: Work from the comfort of your home office, with autonomy and company-provided equipment.
• Awesome Culture: Experience Guidant’s award-winning culture, connect with senior leaders over coffee, or participate in company sporting events.
• Empowering Equity and Inclusion: Join an inclusive work environment where every employee has a voice and is supported.

This opportunity offers a fully remote work environment with a growing and stable company, available in select states across the U.S.: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

Compensation: $20 per hour, equivalent to an annual salary of $41,600.

Job Posting Date: Sun, 06 Apr 2025 00:34:32 GMT

Apply now!