Description
The Client Onboarding Analyst – Flex provides flexible coverage across new plan onboarding, plan conversions, and client servicing for Ubiquity. The role manages assigned cases, supports plan setup and conversions, coordinates with plan sponsors and other partners, handles client meetings and inbound calls, maintains Salesforce and Ubiquity documentation, and escalates issues while meeting service-level requirements. It requires at least three years of 401(k) or retirement plan industry experience, proficiency with Salesforce or comparable CRM tools, and a bachelor's degree or equivalent education and experience. The position is fully remote, offers health, dental, and vision coverage, and pays an annual base salary of $75,000–$85,000 plus potential variable compensation.
