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Client Onboarding Analyst – Flex

4 hours, 14 minutes ago
United States
Full-time
Mid Level
Implementation Engineer
Customer and Technical Support
CRM Salesforce
Apply Now
Ubiquity Retirement + Savings

Ubiquity Retirement + Savings

Ubiquity Retirement + Savings offers flat fee 401(k) plans for small businesses, empowering them to secure a financial future with affordable retirement solutions and exceptional customer support.

Capital Markets
51-250
Founded 1999
$20M raised
View All Jobs 2

Description

  • Support new plan onboarding, plan conversions, and client servicing according to business volume and team priorities.
  • Manage assigned cases or temporary coverage through completion within established milestones and SLAs.
  • Support plan setup and conversions, including plan design review, document preparation, payroll integration, data collection, blackout coordination, asset transfers, and reconciliation.
  • Coordinate with plan sponsors, financial advisors, Third Party Administrators, and prior recordkeepers to obtain information and advance cases.
  • Conduct or cover client meetings and provide guidance on required actions, timelines, and next steps.
  • Provide inbound phone coverage and respond to routine sponsor, advisor, and client questions.
  • Maintain accurate case notes, milestone documentation, communications, and audit-ready records in Salesforce and Ubiquity systems.
  • Identify missing information, discrepancies, risks, escalations, and workflow bottlenecks; resolve routine issues and escalate complex matters.
  • Partner with internal teams including Client Experience, Payroll, Compliance, Sales, and Financial Operations.
  • Ensure clear handoffs and continuity when case coverage changes.

Requirements

  • 3+ years of experience in the 401(k) or retirement plan industry required.
  • Experience with plan onboarding, implementation, conversions, recordkeeping, or client service preferred.
  • Working knowledge of 401(k) plan design, plan documents, payroll integration, and retirement plan administration.
  • Familiarity with ERISA, IRS, and DOL requirements preferred.
  • Ability to learn procedures across multiple functions and shift between workstreams as priorities change.
  • Experience conducting client-facing calls or meetings with plan sponsors, advisors, Third Party Administrators, or external partners preferred.
  • Proficiency with Salesforce or comparable CRM/case management tools and Microsoft Office.
  • Experience with retirement plan recordkeeping, document, compliance testing, or Form 5500 systems preferred.
  • Strong written and verbal communication, organization, problem-solving, attention to detail, and ability to manage high-volume work.
  • QKA designation or active pursuit of ASPPA or NIPA credentials preferred; bachelor's degree or equivalent education and experience.

Benefits

  • Annual base salary of $75,000–$85,000 plus up to 5% variable compensation based on performance.
  • Health, dental, and vision coverage with 90% of employee premiums and 60% of dependent premiums covered.
  • 401(k) with company match up to 4% of gross annual pay.
  • $100 monthly wellness reimbursement and $300 home office stipend.
  • Fully remote, flexible work culture.
  • Schedule options of 8:00 a.m.–5:00 p.m. or 9:00 a.m.–6:00 p.m. Pacific Time.

Interested in this position?

Apply directly on the company website

Apply Now

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