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Client Onboarding Analyst – Flex

13 hours, 8 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
51-200
Founded 1999
$20M raised
View All Jobs 3

Description

  • Provide flexible coverage across new plan onboarding, plan conversions, and client servicing based on business priorities and capacity.
  • Manage assigned cases or case components through completion, meeting established milestones and SLAs.
  • Support new plan setup through go-live, including plan design review, documentation, trust and investment setup, payroll integration, client education, and first-contribution readiness.
  • Support plan conversions through go-live, including data collection, blackout coordination, asset transfers, reconciliation, and milestone tracking.
  • Coordinate with plan sponsors, financial advisors, third-party administrators, and prior recordkeepers to obtain required information and advance cases.
  • Conduct onboarding and conversion meetings, provide inbound phone coverage, and answer routine client questions.
  • Identify case risks, missing information, and discrepancies; resolve routine issues and escalate complex matters.
  • Maintain accurate, audit-ready case documentation, notes, milestones, and communications in Salesforce and Ubiquity systems.
  • Partner with internal teams including Client Experience, Payroll, Compliance, Sales, and Financial Operations.
  • Identify workflow gaps and bottlenecks and recommend process improvements to onboarding leadership.

Requirements

  • 3+ years of experience in the 401(k) or retirement plan industry.
  • Experience in 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, financial 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 management, compliance testing, or Form 5500 systems is a plus.
  • Strong communication, organization, problem-solving, attention to detail, and ability to manage high-volume work.
  • Bachelor's degree or equivalent education and experience; QKA designation or pursuit of ASPPA or NIPA credentials preferred.

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) plan with company match up to 4% of gross annual pay.
  • $100 monthly wellness reimbursement.
  • $300 home office stipend.
  • Fully remote and flexible work culture.

Interested in this position?

Apply directly on the company website

Apply Now

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