Client Onboarding Analyst, New Plans
Ubiquity Retirement and Savings (dba Decimal Inc)- Employment
- Full-time
About the role
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. 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
The Client Onboarding Analyst – New Plans supports the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform. Working within the New Plan team and reporting to the New Plan Team Lead, this role is responsible for executing plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live. The Analyst serves as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone. All complex issues, escalations, and cross-functional blockers are routed through the New Plan Team Lead.
What You'll Do
Perks & benefits
- 401k
- Paid Time Off
- Profit Sharing
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