Remote Saver Success Specialist - 401(k) Support Pro

Ubiquity Retirement and Savings (dba Decimal Inc); United States; Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Wellness stipend

Home office stipend

Remote work

Job summary

Ubiquity Retirement and Savings (dba Decimal Inc) is seeking a Saver Success Specialist to serve as the face and voice for savers, answering questions about their 401(k) accounts and resolving issues to deliver world-class service.

You will handle inbound and proactive outbound communications, use CRM tools, and collaborate with other departments to improve enrollment and support experiences while staying current on 401(k) rules and security policies.

Qualifications

• 2–3 years in a customer service and support role.
• 1–2 years 401(k) or retirement experience preferred.
• 1–2 years working with cloud-based CRM platform preferred.

Responsibilities

• Serve as a point of contact for savers for account, compliance, and technical support.
• Conduct inbound and proactive outbound communications with savers.
• Communicate with savers via chat and demonstrate excellent written communication.
• Use the CRM tool to research, respond to, and record support requests.
• Escalate saver issues when appropriate and in timely manner.
• Improve enrollment and ongoing support experience, including creating mass servicing tools and collateral.

Skills

Customer service

Retirement industry knowledge

CRM experience

Tools

CRM platform

Job description

Ubiquity Retirement and Savings (dba Decimal Inc) is seeking a Saver Success Specialist to serve as the face and voice for savers, answering questions about their 401(k) accounts and resolving issues to deliver world-class service.

You will handle inbound and proactive outbound communications, use CRM tools, and collaborate with other departments to improve enrollment and support experiences while staying current on 401(k) rules and security policies.