Role Responsibilities:
- Serve as the face and voice of Ubiquity to retirement savers nationwide, helping navigate 401(k) accounts and resolve issues to deliver world-class support.
- Research and resolve support requests, documenting interactions and escalating complex issues when necessary, while staying current on 401(k) regulations.
- Collaborate across teams on company-wide initiatives and contribute to the mission of making retirement savings accessible.
Qualifications:
- 2-3 years in customer service or support roles, with strong communication skills and comfort on phone, chat, and email.
- Problem-solver able to diagnose issues quickly and work independently, with an organized multitasking approach in a fast-paced environment.
- Customer-focused mindset with accountability and detail orientation, plus excellent math skills; 401(k) industry experience is a nice-to-have.
Company Culture:
- Remote-first culture offering schedule ownership while maintaining peer relationships, with a flexible PTO policy for time off when needed.
- Inclusive and diverse workplace that celebrates varied viewpoints to nurture innovation, ensuring everyone feels like a valued family member.
Ubiquity
Ubiquity provides innovative technology and affordable retirement solutions with best-in-class customer support to empower small businesses and their employees. It is a small but mighty team of engineers and product professionals passionate about creating meaningful change for the SMB space.