Myubiquity

Position Purpose The Plan Consultant is a client-facing member of Ubiquity's Client Onboarding team, responsible for leading plan design discussions with new and converting plan sponsors and guiding them through the provisions of their plan. This role translates client elections into accurate plan d

The Client Onboarding Analyst – Flex is a cross-functional member of Ubiquity's Client Onboarding team, providing flexible coverage across New Plan Onboarding, Plan Conversions, and client servicing based on business volume, client needs, and team capacity. Cross-trained across onboarding functions,

POSITION PURPOSE The Client Onboarding Analyst – New Plans supports the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform. Working within the New Plan team and reporting to the New Plan Team Lead, this role is responsible for executing plan setup tasks, preparin

Position Overview The Team Lead of Client Experience manages the logistics and quality of the Client Experience team to ensure exceptional service delivery and customer satisfaction. This role fosters a positive, efficient work environment and develops team members through consistent feedback to the

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. If