
51 - 200 employees
Founded 1999
💼 Consulting
🛡️ Insurance
💳 Fintech
💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03
Consulting • Insurance • Fintech
Ubiquity Retirement + Savings is a financial services company that provides low-cost, flat-fee, full-service retirement plans for small businesses and self-employed individuals. The company specializes in 401(k), Safe Harbor 401(k), and Solo 401(k) plans, offering payroll integrations, plan administration, compliance support, and broad investment options through a user-friendly online platform. Ubiquity focuses on transparent pricing, ease of use, and partner programs for financial advisors and payroll providers to scale retirement solutions.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 14 hours ago
Client Experience Team Lead overseeing enterprise customer support for Ubiquity’s 401(k) products. Coaching representatives, monitoring quality, managing escalations, and improving service operations.
🇺🇸 United States – Remote
💵 $75k - $85k / year
💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03
⏰ Full Time
🟠 Senior
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