Client Onboarding Analyst

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

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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

• Work across New Plans, Conversions, and client servicing based on volume, coverage needs, and onboarding priorities • Manage assigned cases, portions of cases, or temporary coverage through completion within established milestones and SLAs • Assess case status, outstanding requirements, risks, and next steps • Maintain accurate case notes, milestone documentation, and communications in Salesforce and Ubiquity systems • Support new plan setup from contract through go-live, including plan design review, document preparation, trust and investment setup, payroll integration, client education, and first-contribution readiness • Support plan conversions through go-live, including plan and prior recordkeeper review, data collection, blackout coordination, asset transfer activities, reconciliation support, and milestone tracking • Coordinate with plan sponsors, advisors, Third Party Administrators, and prior recordkeepers • Identify missing information, discrepancies, or risks and resolve routine issues or escalate complex matters • Conduct or provide coverage for onboarding and conversion meetings • Provide inbound phone coverage and respond to routine sponsor, advisor, and client questions • Assist with case escalations, document management, outstanding-item follow-up, and calendar coverage • Ensure clear handoffs when coverage changes • Perform work in accordance with established procedures and applicable ERISA, IRS, and DOL requirements • Maintain audit-ready case documentation and follow Ubiquity security policies and procedures • Partner with New Plans, Conversions, Client Experience, Payroll, Compliance, Sales, Financial Operations, and other teams • Identify workflow gaps, client questions, or bottlenecks and surface process-improvement opportunities to onboarding leadership

🎯 Requirements

• 3+ years of experience in the 401(k) or retirement plan industry required • Experience in plan onboarding, implementation, conversions, recordkeeping, or client service strongly preferred • Working knowledge of 401(k) plan design, plan documents, payroll integration, and retirement plan administration • Familiarity with ERISA, IRS, and DOL requirements preferred • Ability to learn and retain procedures across multiple functions and shift between workstreams based on changing business priorities • Experience conducting client-facing calls or meetings with plan sponsors, financial advisors, Third Party Administrators, or other external partners preferred • Proficiency in Salesforce or comparable CRM/case management tools and Microsoft Office • Experience with retirement plan recordkeeping, document, compliance testing, or Form 5500 systems a plus • Strong written and verbal communication, organization, problem-solving, and attention to detail • Ability to manage high-volume work and changing priorities • QKA designation or active pursuit of ASPPA or NIPA credentials preferred • Bachelor's degree or equivalent combination of education and experience • Ability to work 8:00 a.m.–5:00 p.m. or 9:00 a.m.–6:00 p.m. Pacific Time

🏖️ 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 • $100/month wellness reimbursement • $300 home office stipend • Fully remote, flexible work culture • Opportunity to earn an additional 5% in variable compensation based on performance