Saver Success Specialist

21 hours, 10 minutes ago
Full-time
Junior
Customer and Technical Support
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

Description

  • Serve as a primary contact for 401(k) savers, providing account, compliance, and technical support while meeting service-level goals.
  • Handle inbound and proactive outbound communications to address saver needs promptly.
  • Communicate with savers through chat and provide clear written support.
  • Use the CRM platform to research, respond to, and document support requests.
  • Escalate saver issues appropriately and promptly.
  • Improve employee enrollment and ongoing support experiences, including creating mass-service tools and collateral with Marketing, Compliance, and other teams.
  • Gather and analyze saver feedback through conversations, email, and surveys to identify and address needs.
  • Maintain current knowledge of 401(k) and retirement-industry rules and regulations to provide accurate guidance.
  • Follow and enforce Ubiquity security policies and procedures.
  • Participate in company-wide objectives and meetings.

Requirements

  • At least 2–3 years of experience in a customer service or support role.
  • Experience supporting 401(k) plans or retirement products for 1–2 years (preferred).
  • Experience using a cloud-based CRM platform for 1–2 years (preferred).
  • Strong written communication skills for chat-based support.
  • Knowledge of 401(k) and retirement-industry rules and regulations.
  • Ability to meet service-level and performance goals.
  • Ability to follow security policies and procedures.

Benefits

  • Annual base salary of $60,000 plus a target annual performance bonus of 5%.
  • 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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