Client Onboarding Analyst – New Plans

Role Overview:

• Support client onboarding for newly sold 401(k) plans on Ubiquity's recordkeeping platform.
• Manage a pipeline of cases from contract to go-live, tracking milestones and SLAs.

Core Responsibilities:

• Prepare plan documents and ensure compliance with ERISA, IRS, and DOL.
• Coordinate payroll setup and monitor initial submissions for accuracy.
• Deliver proactive communication and platform education to clients and advisors.

Skills & Experience:

• Experience in 401(k) or retirement plan industry preferred.
• Proficiency with Salesforce, Asana, and Microsoft Office.
• Strong attention to detail and client-focused communication skills.

Benefits & Perks:

• Health, dental, and vision coverage with 90% premium paid.
• 401(k) match, wellness reimbursement, and home office stipend.
• Fully remote, flexible work culture.