Carpenter Morse Group
Ubiquity Retirement + Savings
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Ubiquity Retirement + Savings’ mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Over our 20 year history, we have helped people save more than $2.25 billion in retirement contributions and opened retirement plans for 7,000+ small businesses—pioneering transparent, flat-fee, customizable plans for this historically underserved community. Our team of experienced professionals are extreme retirement enthusiasts and future-you champions! Join the movement and learn more at: myubiquity.com
The only thing as unique as our business model is our company culture. We thrive on accountability, collaboration, and transparency. Proudly one of the Best Places to Work in the Bay Area and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. With mottos like "Freedom With Accountability," we are a family of friends who like to get it done and do it with passion.
Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today.
The Client Success Specialist is a pivotal role in establishing and nurturing the right client experience through direct client interactions.
This role will answer and route all client support questions via inbound email, phone, our proprietary CRM, and chat features. Client may include plan sponsors and advisors.
What You'll Be Doing
Client Service - Keeps internal and external clients in mind at all times. Proactively address client concerns and guide them through the support process for quick and effective issue resolutions.
Leadership - Demonstrated success at proactively identifying ways to improve the client experience and executes effective plans to activate the ideas.
Organized - Thrives in a quick-deadline environment managing multiple clients, priorities, and tickets at different levels of completion.
Communication - Clear, polished, and professional spoken and written communications skills. Has the ability to explain and break down complex ideas with easy-to-understand instructions.
401(k) Knowledge - Clear knowledge of administering all aspects of 401(k) plan, including but not limited to 5500s, compliance testing, safe harbor, census, and annual auditing for retirement plans.
Positivity - Has positive-minded demeanor that puts clients at ease, and enables rapid relationship building.
This is a salaried, full-time position located in the San Francisco Bay Area. Remote
candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.
Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.