Saver Success Specialist

United StatesRemoteFull Timemid

Other

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Quick Summary

Overview

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.

Key Responsibilities

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…

Technical Tools

customer-support

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