Carpenter Morse Group
Clark Schaefer Hackett
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
in Telecommute / San Francisco CA / AL / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / WA
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 to be happy at work.
The role of Saver Success Specialist plays an important part in the overall success of our client’s retirement savings plans by being the face and voice of Ubiquity to our savers. The Saver Success Specialist will answer employee questions about their retirement savings account, and resolve outstanding issues to provide a world-class client experience for them.
Customer Focus- Keeps internal and external customers in mind at all times and proactively seeks ways to improve service delivery. Emphasizes a team approach to providing great customer service. Solicits customer feedback and ensures their needs have been fully met.
Analytical- Ability to quickly diagnose problems and solve them with little to no supervision. Excellent math skills.
Organization- Capable of managing multiple clients and priorities, and thrive in a deadline-driven environment with frequently changing priorities.
Communication- Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message. Excellent written and verbal communications.
Accountability- Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight. Stays focused on work and makes the best use of time and resources. Excellent follow through and communication of updates.
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.