If you’re someone who thrives on helping others, loves solving problems, and wants to be part of a mission-driven company that empowers small businesses, Guidant Financial might just be your next big remote career move.
Their Client Experience Support Specialist role is more than just customer service it’s about being a trusted guide for entrepreneurs navigating the complexities of 401(k) plan administration.
Company Snapshot: Guidant Financial
Guidant Financial is a powerhouse in small business funding, having helped launch over 20,000 businesses and create nearly 100,000 jobs. Their mission is rooted in empowerment of both entrepreneurs and employees. The company culture is built on three core values:
- Adaptability: Embrace change and help others grow.
- Connection: Build relationships and lift each other up.
- Excellence: Push boundaries, stay curious, and improve continuously.
Role Overview: What You’ll Actually Do
As a Client Experience Support Specialist, you’ll be the go-to person for small business owners managing their 401(k) plans. Your job is to make their experience smooth, informed, and stress-free. Here’s what your day-to-day might look like:
- Respond to client inquiries via phone and email with empathy and efficiency.
- Learn the ins and outs of 401(k) plans and the 5500-filing process.
- Meet service benchmarks for calls, emails, and client satisfaction scores.
- Guide clients through digital systems to complete annual filings.
- Keep client records updated in the CRM system.
- Upload investment statements and track pending documents.
- Make proactive reminder calls to ensure clients meet deadlines.
- Participate in ongoing training to become a 401(k) subject matter expert.
- Provide support across a variety of client scenarios with a solutions-first mindset.
You’ll also assist with e-signature tools, support teammates when needed, and contribute to team initiatives.
Who Thrives in This Role?
This position is ideal for someone who’s:
- A quick learner who can work independently.
- Calm under pressure and comfortable with ambiguity.
- Skilled at building rapport and de-escalating tense situations.
- Proactive in communication and problem-solving.
- Detail-oriented and tech-savvy (CRM + Microsoft Office).
- Experienced in customer service (1–2 years minimum).
- Bonus: Familiarity with finance or retirement plans.
Work from Home Setup
This is a fully remote role, but you’ll need:
- A quiet, dedicated home office space.
- Reliable high-speed internet.
Guidant provides the equipment, and you bring the focus.
Compensation & Perks
- Pay: $20/hour (approx. $41,600/year)
- Health: Comprehensive coverage with a free premium option
- Family: Paid parental leave
- Time Off: 3 weeks PTO + 11 paid holidays
- Retirement: Generous 401(k) match
- Wellness: Supportive culture, career growth, and training
- Flexibility: Work from home with autonomy
- Culture: Inclusive, fun, and award-winning
Bonus: Over 30% of employees have been promoted into new roles in the last four years so if you’re ambitious, there’s room to grow.
Location Eligibility
This role is open to candidates in select U.S. states:
AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO
Final Thoughts
This isn’t just a support role it’s a chance to make a real impact in the lives of small business owners while growing your own career.
If you’re passionate about client experience, love learning, and want to work in a values-driven, remote-friendly environment, Guidant Financial could be your perfect fit.
Ready to apply? Head over to Guidant Financial’s careers page and submit your application today.
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