Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $2.8 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity also produced a hard-hitting documentary with producers and editors from CNN, highlighting the challenges Americans face in saving for their futures. Watch Broken Eggs: The Looming Retirement Crisis in America today (link at the bottom of the post) and join the movement towards building a bright retirement.

This is a 100% remote position and we encourage applicants from all over the US to apply. We know that allows you to balance your skill set while being empowered with autonomy as a subject matter expert. Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

Learn more about our values: https://www.myubiquity.com/about/

See us in the news: https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Watch Broken Eggs on YouTube: https://www.youtube.com/watch?v=kmtjJVC_niI

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values* and our motto “Freedom with Accountability” guide the way we work to support our mission.

We are a growing company that wants you to be a part of our success!

The Implementation Specialist is the face of Ubiquity during new client onboarding. This role is responsible for driving new client plan setup, including communicating with clients, plan sponsors and advisors to organize and conduct meetings and address any questions or issues regarding new plan setups. This role will ensure that the client onboarding experience is positive, timely and efficient and will help transition clients from new plan set-ups to their ongoing client support team.


Core Responsibilities

• Independently and proactively drive Ubiquity’s plan setup process from start to finish, with minimal direction
• Create a great client service onboarding experience by engaging customers while also creating a high sense of client urgency to complete the plan set up process quickly and accurately
• Take ownership of client issues, and follow problems through to resolution
• Keep accurate records and document customer service actions and discussions
• Document all client contact in proprietary database, clearly logging any issues and follow up as required
• Discuss Plan Provisions with clients to determine the best type of plan for them
• Thoroughly review existing plan documents for conversion plans to determine provisions our system can support and discuss any needed changes with clients
• Accurately prepare new plan documents based on clients’ elections
• Add new client retirement plans to Paradigm, Ubiquity’s recordkeeping system, in accordance with the plan document specifications
• Establish trust accounts to invest the plan assets into the chosen mutual funds
• Audit and compile participant balance data to post to accounts upon transfer to Paradigm
• Process detailed work within assigned timeframes and without errors
• Maintain an orderly workflow according to priorities

Competencies

401k Industry - Knowledge of federal pension regulations within the retirement industry and of IRS and DOL governmental agency regulations. Actively working towards pension credentials.

Customer Focus - Keeps internal and external customers in mind at all times and proactively seeks ways to improve service delivery. Emphasizes a team approach to providing great customer service. Solicits customer feedback and ensures their needs have been fully met.

Accountability - Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight. Stays focused on work and makes the best use of time and resources.

Communication - Uses appropriate and effective language for any given situation and actively engages client to understand their needs and concerns. Effectively listens and is able to communicate relevant information for others to understand.

• At least 4-6 years’ experience in the 401(k) industry and in a client servicing role with high volume of successful customer interactions
• Solid project management skills
• Working knowledge of customer service software, databases, and tools
• Comfortable multi-tasking and with demonstrated resourcefulness at trouble shooting
• Proficient reading, writing, grammar and mathematical skills
• Excellent computer skills that includes Google Docs, MS Office, Salesforce and other CRM applications

This is a salaried, full-time position. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

• Competitive compensation package
• Generous stipend toward premiums for medical, dental, and vision
• Learning and development stipends
• 401(k) Matching
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO policy
• Time off for volunteering
• Emphasis on internal promotions
• Regular performance reviews
• Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.