Client Success Specialist
Benefits
Unlimited PTO
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Position Purpose:
- Pivotal role in establishing and nurturing the client experience.
- Answers and routes client support questions via email, phone, CRM, SMS and chat.
- Clients may include plan sponsors, advisors and third party administrators.
Core Responsibilities:
- Conduct inbound and proactive outbound communications to successfully address client needs.
- Use CRM tool to research, respond to, and record support requests.
- Collaborates with Client Success Team on ways to improve Ubiquity’s Client Satisfaction.
Competencies:
- Keeps internal and external clients in mind at all times.
- Clear, polished, and professional spoken and written communications skills.
- Has positive-minded demeanor that puts clients at ease and enables rapid relationship building.
Ubiquity Retirement and Savings
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.