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Client Onboarding Analyst – New Plans

13 hours, 8 minutes ago
United States
Full-time
Mid Level
Implementation Engineer
Customer and Technical Support
Asana 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

  • Manage a pipeline of new 401(k) plan cases from contract through go-live, tracking milestones and SLAs in Salesforce.
  • Review plan design elections, resolve inconsistencies, and draft compliant plan documents.
  • Set up trust accounts and validate investment elections against plan documents and client instructions.
  • Configure contribution data, census information, payroll schedules, and payroll-system connections with plan sponsors.
  • Monitor initial payroll submissions, troubleshoot discrepancies, and escalate unresolved issues.
  • Lead client kickoff calls and provide proactive updates to sponsors, financial advisors, and TPAs.
  • Train plan sponsors on the platform, including contributions, enrollment, reporting, and portal use.
  • Ensure setup work meets ERISA, IRS, DOL, eligibility, contribution-limit, notice, and security requirements.
  • Coordinate with Sales, Client Experience, and internal teams; escalate complex blockers to the Team Lead.
  • Identify recurring process issues and support teammates during high-volume periods.

Requirements

  • Bachelor's degree or an equivalent combination of education and experience.
  • Strong attention to detail and ability to manage a high-volume pipeline while meeting SLAs.
  • Excellent written and verbal communication with a client-focused approach.
  • Ability to work independently and collaboratively, exercise sound judgment, and escalate appropriately.
  • Proficiency with Microsoft Outlook, Excel, and Word.
  • 401(k) industry experience in new plan setup, implementation, plan documents, or plan design (preferred).
  • Working knowledge of 401(k) plan design and administration, including Safe Harbor, traditional 401(k), Profit Sharing, ERISA, and IRS limits (preferred).
  • Client-facing onboarding experience with plan sponsors and financial advisors (preferred).
  • Experience with payroll integrations, contribution files, census data, fintech/SaaS platforms, or API-based integrations (preferred).
  • Experience with Salesforce, Asana, or recordkeeping, plan document, compliance testing, Form 5500, FT Williams, or ASC platforms; QKA designation or pursuit of ASPPA/NIPA credentials is a plus.

Benefits

  • Annual base salary of $73,000–$83,000 plus up to 5% variable performance compensation.
  • 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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