Saver Success Specialist

About Ubiquity

We're on a mission to empower small businesses and their employees to build financial security 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 believe technology can create meaningful change. If you're passionate about building products that make a real difference for the SMB space, 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 nationwide. 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 matters, and technical issues—meeting performance goals and service level targets

Connect with savers through inbound calls, proactive outreach, and live chat to address their needs quickly and professionally

Research and resolve support requests using our CRM platform, documenting every interaction and escalating complex issues when 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 current on 401(k) regulations and retirement industry rules to provide accurate, compliant guidance

Collaborate across teams on company-wide initiatives and contribute to our mission of making retirement savings accessible

• 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 mindset—you genuinely care about helping people and go the extra mile
• Accountable and detail-oriented with strong follow-through
• Excellent math skills

• 1-2 years of 401(k) or retirement industry experience
• Experience with cloud-based CRM platforms

Comprehensive Benefits

Medical, dental, and vision 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 when you need it – no questions asked.

Inclusive & Diverse Workplace

We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.