Client Experience Support Specialist

This position is posted by Jobgether on behalf of Guidant Financial. We are currently looking for a Client Experience Support Specialist in Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, North Carolina, Texas, Utah, and Virginia (USA).

Join a fast-growing, fully remote team that helps small business owners thrive through personalized support and smart financial solutions. As a Client Experience Support Specialist, you’ll play a key role in guiding clients through the management of their 401(k) plans, ensuring seamless communication and outstanding service. From troubleshooting to coaching, your support helps entrepreneurs stay on track with critical annual filings. You'll work in a collaborative and mission-driven environment, making a tangible impact while growing your own skills and career.

Accountabilities:

·         Respond promptly to client inquiries by phone and email, maintaining high-quality service within department timelines.

·         Guide clients through 401(k) processes, including the annual 5500 filing, and ensure accurate document completion.

·         Maintain CRM records, upload statements, and proactively communicate with clients about outstanding items.

·         Meet department SLAs for calls, voicemails, emails, and NPS performance.

·         Conduct reminder calls to encourage timely submission of annual documents.

·         Participate in ongoing training to build subject matter expertise in 401(k) administration.

·         Use e-signature tools to distribute documents and support team initiatives as needed.

·         1–2 years of experience in customer service or client support roles.

·         Strong verbal and written communication skills.

·         Proficiency with CRM systems and Microsoft Office Suite.

·         Exceptional attention to detail and time management abilities.

·         Ability to learn quickly and work autonomously in a remote setting.

·         Experience in the finance industry is a plus.

·         Traits such as adaptability, resilience, proactive communication, and a growth mindset are essential.

·         Must have a designated home workspace and high-speed internet.

·         Competitive salary: $20/hour (equivalent to $41,600/year).

·         Comprehensive health coverage, including a free premium option.

·         Paid parental leave and generous 401(k) match.

·         3 weeks PTO plus 11 paid holidays annually.

·         Fully remote work setup with company-provided equipment.

·         Career advancement opportunities — over 30% of the team promoted internally over the past 4 years.

·         Supportive, inclusive, and award-winning workplace culture with leadership engagement and team events.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.
The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.
Thank you for your interest!

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