Client Onboarding Analyst – New Plans

Job not on LinkedIn

🕒 September 30

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 18%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 46 days.
• Jobs at this company usually fill in 28 days.
• No salary listed.

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Ubiquity Retirement + Savings

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform • Track cases against established milestones and SLAs using Salesforce and internal case management tools • Draft plan documents based on selected plan design elections and ensure compliance with ERISA, IRS, and DOL requirements • Review and verify plan design elections, identifying inconsistencies or missing information • Establish trust accounts and confirm investment elections are properly configured • Maintain accurate case records, notes, and milestone documentation in Salesforce and Ubiquity’s recordkeeping system • Coordinate payroll setup requirements, including contribution data, employee census information, and payroll schedules • Guide plan sponsors through payroll-system connection and integration steps • Monitor initial payroll submissions, troubleshoot contribution, eligibility, and file-format discrepancies, and escalate unresolved issues • Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators • Conduct kickoff calls and provide milestone-based updates, platform education, and onboarding guidance • Obtain required documentation, signatures, and plan elections • Ensure setup tasks comply with ERISA, IRS, and DOL requirements • Review completed setup work for accuracy and correct errors before go-live • Stay current on IRS and DOL regulations, contribution limits, and SECURE Act provisions • Maintain and enforce Ubiquity security policies and procedures • Coordinate with internal teams and partner with Sales and Client Experience for smooth handoffs • Identify process improvements and support colleagues during high-volume periods

🎯 Requirements

• Experience in the 401(k) or retirement plan industry preferred, including exposure to new plan setup, plan implementation, plan documents, or plan design • Working knowledge of 401(k) plan design and administration, including Safe Harbor, traditional 401(k), Profit Sharing, ERISA requirements, and IRS contribution limits preferred • Familiarity with payroll integrations, contribution files, census data, and digital plan onboarding workflows a plus • Experience in a fintech, SaaS, or technology-driven environment, including API-based integrations or cloud-based recordkeeping platforms, preferred • Experience conducting client-facing onboarding or plan setup consultations with plan sponsors and financial advisors preferred • Proficiency with CRM and workflow management tools such as Salesforce and Asana; experience with recordkeeping, plan document, compliance testing, or Form 5500 platforms (e.g., FT Williams, ASC) a plus • Proficiency in Microsoft Office, particularly Outlook, Excel, and Word • Strong attention to detail and ability to manage a high-volume case pipeline while maintaining accuracy and meeting SLAs • Excellent written and verbal communication skills with a professional, client-focused approach • Ability to work independently and collaboratively, exercise sound judgment, and escalate issues appropriately within established protocols • QKA designation or active pursuit of ASPPA or NIPA credentials a plus • Bachelor’s degree or equivalent combination of education and experience

🏖️ Benefits

• Health, dental, and vision coverage — 90% of your premium covered, 60% for dependents • 401(k) with company match up to 4% of your gross annual pay

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