Client Success Specialist (US based only)
Client Success Specialist (US based only)
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1 Vacancy
Job Description
The Client Success Specialist is a pivotal role in establishing and nurturing the client experience through direct client interactions.
This role will answer and route all client support questions via inbound email phone our CRM SMS and chat feature. Clients may include plan sponsors advisors third party administrators and other interested parties. This role is a 100% remote position.
CORE RESPONSIBILITES
- Monitors our support queue classifies cases for the team based on the type of inquiry and responds to cases to help our clients with their retirement plan questions
- Researches and assists in solving complicated client requests by collaborating with different team members at Ubiquity
- Reviews internal procedures regularly to maintain the latest information to provide to clients regarding their retirement plan administration
- Actively maintain knowledge of 401(k) and retirement industry rules and regulations to be able to provide accurate guidance to Plan Sponsors and Trustees
- Conduct inbound and proactive outbound communications with our clients to successfully address their needs in a timely manner
- Use the CRM tool to research respond to and record support requests
- Participate in company-wide objectives and meetings
- Collaborates with their Client Success Team on ways to improve Ubiquitys Client Satisfaction
- Acts as liaison between plan sponsors and other internal Ubiquity groups including Financial Operations Accounting and Compliance
- Ensures SLAs are met for case response rates
- Proactively reaches out to clients to assess needs and determine ways to add value
- Maintain follow and enforce all Ubiquity security policies and procedures at all times. (Policies will be shared with all employees annually. Employees can request a copy of most recent policies from Ubiquitys Security Officer at any time.)
Qualifications :
COMPETENCIES
Client Service Keeps internal and external clients in mind at all times. Proactively address client concerns and guide them through the support process for quick and effective issue resolutions
Analytical Ability to quickly diagnose problems and solve them with little to no supervision
Leadership Demonstrated success at proactively identifying ways to improve the client experience and executes effective plans to activate the ideas
Organized Thrives in a quick-deadline environment managing multiple clients priorities and requests at different levels of completion
Communication Clear polished and professional spoken and written communications skills. Has the ability to explain and break down complex ideas with easy-to-understand instructions
401k Knowledge Clear knowledge of administering all aspects of 401(k) plan including but not limited to 5500s compliance testing safe harbor census and annual auditing for retirement plans
Positivity Has positive-minded demeanor that puts clients at ease and enables rapid relationship building.
Accountability Takes personal responsibility for the quality accuracy and timeliness of work and achieves results with little oversight. Stays focused on work and makes the best use of time and resources. Excellent follow through and communication of updates.
SKILLS EXPERIENCE
- MUST BE WILLING TO WORK 8am-5pm Pacific time (11am-8pm Eastern).
- 3 years experience in client service role
- Ability to quickly diagnose problems and solve them
- Excellent follow through and communication
- 1-2 years working with cloud-based CRM platform preferred
- Proficient reading writing grammar and mathematical skills
- Spanish fluency a plus
Additional Information :
This is a salaried full-time remote position with a base salary range of $59-$69k annually plus variable compensation. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus find our three values on our website and list them in your cover letter.
We are focused on building a diverse and inclusive workforce. If you are excited about this role but do not meet 100% of the qualifications listed above we encourage you to apply.
We offer:
- Competitive compensation package
- Generous stipend toward premiums for medical dental and vision
- Learning and development stipends
- 401(k) Matching
- Monthly wellness subsidies
- Equity incentives
- Flexible PTO policy
- Time off for volunteering
- Emphasis on internal promotions
- Regular performance reviews
- Remote work culture
Ubiquity Retirement Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race color religion sex (including pregnancy childbirth or related medical conditions) gender identity national origin ancestry citizenship age physical or mental disability legally protected medical condition family care status veteran status marital status domestic partner status sexual orientation or any other basis protected by applicable local state or federal laws.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Remote
