Client Onboarding & Go- Specialist
Listed on 2026-10-03
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance
Ubiquity Retirement and Savings is seeking support staff to handle onboarding for new plans, conversions, and ongoing client servicing based on workload and team capacity.
The role includes assisting with plan setup from contract through go-live, coordinating design reviews, educating clients, and managing documentation. You will conduct onboarding meetings and provide inbound phone coverage, handling escalations as needed.
We are seeking a motivated Client Onboarding & Go-Live Specialist to join Ubiquity Retirement and Savings in United States.
Join Ubiquity Retirement and Savings and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Onboarding & Go-Live Specialist role at Ubiquity Retirement and Savings, based in United States.
We are looking to fill the Client Onboarding & Go-Live Specialist position at Ubiquity Retirement and Savings in United States.
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