Job Description
The Implementation Specialist is the face of Ubiquity during new client onboarding. This role is responsible for driving new client plan setup, including communicating with clients, plan sponsors and advisors to organize and conduct meetings and address any questions or issues regarding new plan setups. This role will ensure that the client onboarding experience is positive, timely and efficient and will help transition clients from new plan set-ups to their ongoing client support team. CORE RESPONSIBILITIES
COMPETENCIES
401K INDUSTRY - Knowledge of federal pension regulations within the retirement industry and of IRS and DOL governmental agency regulations. Actively working towards pension credentials.
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.
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.
COMMUNICATION - Uses appropriate and effective language for any given situation and actively engages client to understand their needs and concerns. Effectively listens and is able to communicate relevant information for others to understand.
Qualifications
Additional Information
This is a salaried, full-time position. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.
We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply. We offer:
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.