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ACCOUNT REPRESENTATIVE I

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

CompanyGuidant Financial
AddressRemote
CategoryRetail
Salary$43,680 a year
Date Posted a week ago See detail

Account Representative I

Guidant Financial

Remote

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a week ago seen See more...

Account Representative I

Guidant Financial

Fort Lauderdale, FL

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a week ago seen See more...

Account Representative I

Guidant Financial

Independence, MO

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a week ago seen See more...

Retirement Plan Specialist

Guidant Financial

Overland Park, KS

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a week ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

New Iberia, LA

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a week ago seen See more...

Account Representative I

Guidant Financial

Arlington, TX

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a week ago seen See more...

Account Representative I

Guidant Financial

Charlotte, NC

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a week ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Cusseta, GA

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

2 weeks ago seen See more...

Retirement Plan Specialist

Guidant Financial

Chanhassen, MN

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Idaho Falls, ID

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

2 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

North Carolina, United States

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

2 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Georgia, United States

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

2 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Fort Myers, FL

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

2 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Mooresville, NC

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Sterling Heights, MI

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Norfolk, NE

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Scottsbluff, NE

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Metairie, LA

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Galveston, TX

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Daytona Beach, FL

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Greensboro, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

New Bern, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Rincon, GA

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Cusseta, GA

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Warner Robins, GA

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Baton Rouge, LA

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Blackfoot, ID

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Shared Services Specialist

Guidant Financial

Post Falls, ID

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Monroe, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Alexandria, LA

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

3 weeks ago seen See more...

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