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Remote Client Onboarding & Conversions Analyst

Myubiquity · Workfromhome, United States

FULL TIMEworkfromhome

Job Description

Ubiquity seeks a Client Onboarding Analyst - Flex to join the Client Onboarding team. You will provide flexible coverage across New Plan Onboarding, Plan Conversions, and client servicing based on volume, client needs, and team capacity.

The role moves between onboarding, conversions and operations, supporting meetings, communications, document management, and calendar coverage while upholding ERISA standards and established SLAs.

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Details

CompanyMyubiquity
LocationWorkfromhome, United States
TypeFULL TIME
Nichefinance
Experienceworkfromhome

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