Client Onboarding Analyst

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Ubiquity Retirement + Savings

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1999

💳 Fintech

💸 Finance

🤝 B2B

💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03

Fintech • Finance • B2B

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

• Support the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform. • Execute plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live. • Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone. • Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform. • Draft plan documents for new clients based on their selected plan design elections. • Establish trust accounts and confirm investment elections are properly configured. • Coordinate payroll setup requirements directly with plan sponsors. • Guide plan sponsors through the process of connecting their payroll system to Ubiquity’s platform. • Monitor initial payroll submissions after go-live to confirm contributions are processing correctly. • Document payroll setup configurations and any integration issues encountered for each case. • Conduct plan setup kickoff calls to establish expectations and review the onboarding timeline. • Deliver ongoing platform education throughout the onboarding lifecycle. • Follow up in a timely and organized manner to obtain required documentation.

🎯 Requirements

• Experience in the 401(k) or retirement plan industry preferred; familiarity with new plan setup, plan document preparation, or plan implementation a plus. • Experience working within a fintech, SaaS-based, or technology-driven platform a plus; familiarity with API-based integrations, digital plan onboarding workflows, or cloud-based recordkeeping environments preferred • Working knowledge of plan document provisions, plan design options (Safe Harbor, traditional 401(k), Profit Sharing), ERISA compliance requirements, and IRS contribution limits preferred. • Familiarity with payroll integration processes for 401(k) plans, including contribution file formats and census data management, a plus. • Experience conducting client-facing onboarding calls or plan setup consultations with plan sponsors and financial advisors preferred. • Proficiency in Salesforce or comparable CRM tools preferred; experience with workflow or case management platforms (e.g., Asana) a plus. • Proficient in Microsoft Office (Outlook, Excel, Word); experience with plan document drafting tools or recordkeeping platforms a plus. • Familiarity with compliance testing software and 5500 tools (e.g., FT Williams, ASC) a plus. • QKA designation or active pursuit of ASPPA or NIPA credentials a plus. • Strong attention to detail with the 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 tone. • Ability to work both independently and collaboratively; comfortable escalating issues to the New Plan Team Lead and operating within established escalation protocols. • Bachelor’s degree or equivalent combination of education and experience.

🏖️ Benefits

• Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier. • Remote-First Culture • Flexible PTO • Inclusive & Diverse Workplace