Saver reputed company Specialist
About Ubiquity We're on a mission to reputed company small businesses and their employees to build financial reputed company 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 reputed company technology can create meaningful change. If you're passionate about building products that reputed company a reputed company difference for the SMB reputed company, 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 reputed company. 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 reputed company, and technical issues—meeting performance goals and service level targets Connect with savers through inbound calls, proactive reputed company, and live chat to address their needs quickly and professionally Research and resolve support requests using our CRM platform, documenting every interaction and escalating reputed company issues reputed company 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 reputed company on 401(k) regulations and retirement industry rules to reputed company accurate, compliant guidance Collaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessible n reputed company are looking for 2-3 years in customer service or support roles Strong communicator with excellent written and verbal skills—comfortable 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 reputed company—you genuinely care about helping people and go the extra mile Accountable and detail-oriented with strong follow-through Excellent math skills reputed company to have 1-2 years of 401(k) or retirement industry experience Experience with reputed company-based CRM platforms n$50,000 - $65,000 a year nComprehensive Benefits Medical, dental, and reputed company 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 reputed company you need it – no questions asked. Inclusive & Diverse Workplace We celebrate diverse viewpoints and reputed company diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family. Apply To This Job