Saver Success Specialist
About Ubiquity
We're on a mission to empower small businesses and their employees to build financial security and peace of mind. By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most.
We're a small but mighty team of engineers and product professionals who believe technology can create meaningful change. If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.
About the Role
We're looking for Saver Support Specialist who focuses who will be the face and voice of Ubiquity to retirement savers nationwide. In this role, you'll help employees navigate their 401(k) accounts, resolve issues, and deliver a world-class support experience that empowers people to save for their future.
What You'll Do
Be the go-to resource for retirement savers with questions about their accounts, compliance matters, and technical issuesâmeeting performance goals and service level targets
Connect with savers through inbound calls, proactive outreach, and live chat to address their needs quickly and professionally
Research and resolve support requests using our CRM platform, documenting every interaction and escalating complex issues when needed
Improve the saver experience by creating support materials, enrollment tools, and collateral in partnership with Marketing and Compliance teams
Gather insights from saver conversations, emails, and surveys to identify pain points and recommend solutions
Stay current on 401(k) regulations and retirement industry rules to provide accurate, compliant guidance
Collaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessible
n
What we are looking for
2-3 years in customer service or support roles
Strong communicator with excellent written and verbal skillsâcomfortable on the phone, in chat, and crafting clear emails
Problem-solver who can diagnose issues quickly and work independently with minimal supervision
Organized multitasker who thrives in a fast-paced environment with shifting priorities
Customer-focused mindsetâyou genuinely care about helping people and go the extra mile
Accountable and detail-oriented with strong follow-through
Excellent math skills
Nice to have
1-2 years of 401(k) or retirement industry experience
Experience with cloud-based CRM platforms
n$50,000 - $65,000 a year
nComprehensive Benefits
Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier.
Remote-First Culture
Get more ownership over your schedule while maintaining great relationships with your peers.
Flexible PTO
With us, you have the freedom to manage your schedule and take time off when you need it â no questions asked.
Inclusive & Diverse Workplace
We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.
Apply To This Job
We're on a mission to empower small businesses and their employees to build financial security and peace of mind. By combining innovative technology with affordable retirement solutions and best in class customer support, we're leveling the playing field for those who need it most.
We're a small but mighty team of engineers and product professionals who believe technology can create meaningful change. If you're passionate about building products that make a real difference for the SMB space, the backbone of America, we'd love to meet you.
About the Role
We're looking for Saver Support Specialist who focuses who will be the face and voice of Ubiquity to retirement savers nationwide. In this role, you'll help employees navigate their 401(k) accounts, resolve issues, and deliver a world-class support experience that empowers people to save for their future.
What You'll Do
Be the go-to resource for retirement savers with questions about their accounts, compliance matters, and technical issuesâmeeting performance goals and service level targets
Connect with savers through inbound calls, proactive outreach, and live chat to address their needs quickly and professionally
Research and resolve support requests using our CRM platform, documenting every interaction and escalating complex issues when needed
Improve the saver experience by creating support materials, enrollment tools, and collateral in partnership with Marketing and Compliance teams
Gather insights from saver conversations, emails, and surveys to identify pain points and recommend solutions
Stay current on 401(k) regulations and retirement industry rules to provide accurate, compliant guidance
Collaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessible
n
What we are looking for
2-3 years in customer service or support roles
Strong communicator with excellent written and verbal skillsâcomfortable on the phone, in chat, and crafting clear emails
Problem-solver who can diagnose issues quickly and work independently with minimal supervision
Organized multitasker who thrives in a fast-paced environment with shifting priorities
Customer-focused mindsetâyou genuinely care about helping people and go the extra mile
Accountable and detail-oriented with strong follow-through
Excellent math skills
Nice to have
1-2 years of 401(k) or retirement industry experience
Experience with cloud-based CRM platforms
n$50,000 - $65,000 a year
nComprehensive Benefits
Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier.
Remote-First Culture
Get more ownership over your schedule while maintaining great relationships with your peers.
Flexible PTO
With us, you have the freedom to manage your schedule and take time off when you need it â no questions asked.
Inclusive & Diverse Workplace
We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.
Apply To This Job