Client Onboarding Analyst – New Plans (Fully Remote)

Ubiquity Retirement and Savings; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision

401(k) match

Wellness reimbursement

Home office stipend

Fully remote

Job summary

Ubiquity Retirement and Savings is seeking an Onboarding Specialist to support client onboarding for newly sold 401(k) plans on our recordkeeping platform. You will manage a pipeline from contract to go-live, tracking milestones and SLAs, ensuring accuracy and informed client communication.

Applicants should have experience in the 401(k) or retirement plan industry and be proficient with Salesforce, Asana, and Microsoft Office.

Qualifications

• Experience in 401(k) or retirement plan industry preferred.
• Strong attention to detail and client-focused communication skills.

Responsibilities

• Support client onboarding for newly sold 401(k) plans on Ubiquity's recordkeeping platform.
• Manage a pipeline of cases from contract to go-live, tracking milestones and SLAs.
• Prepare plan documents and ensure compliance with ERISA, IRS, and DOL.
• Coordinate payroll setup and monitor initial submissions for accuracy.
• Deliver proactive communication and platform education to clients and advisors.

Skills

Experience in 401(k)/retirement plan

Attention to detail

Communication skills

Tools

Salesforce

Asana

Microsoft Office

Job description

• Support client onboarding for newly sold 401(k) plans on Ubiquity's recordkeeping platform.
• Manage a pipeline of cases from contract to go-live, tracking milestones and SLAs.

Core Responsibilities:

• Prepare plan documents and ensure compliance with ERISA, IRS, and DOL.
• Coordinate payroll setup and monitor initial submissions for accuracy.
• Deliver proactive communication and platform education to clients and advisors.

Skills & Experience:

• Experience in 401(k) or retirement plan industry preferred.
• Proficiency with Salesforce, Asana, and Microsoft Office.
• Strong attention to detail and client-focused communication skills.
• Health, dental, and vision coverage with 90% premium paid.
• 401(k) match, wellness reimbursement, and home office stipend.
• Fully remote, flexible work culture.

Ubiquity Retirement and Savings

Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.