Customer Service Representatives

Job Summary my529 • Salt Lake, UT

6d • Onsite

About The Position

my529 is looking for an exceptional person to join our team as a full-time Customer Service Specialist! About Us my529 is a nonprofit, self-supporting agency that administers a public trust. my529 is the State of Utah’s 529 education savings plan and is consistently ranked as one of the best 529 plans in the nation. my529 mixes the stability of government with a goal-driven business environment. Sound financial management and expanded marketing have created substantial growth over the last several years. Our team of over 90 employees has a clear vision of growth and the teamwork needed to support it. You can learn more about us at www.my529.org . What a Specialist Does Specialists receive inbound calls and answer questions about 529 plans. If you’re selected, we’ll train you so you can answer with confidence. As a specialist you’ll be making updates to accounts and writing letters to account owners, so you need to have basic computer skills and experience with programs such as Word and Excel. You will also spend time entering data, including working with numbers, so you will need to have a keen eye for detail and accuracy. Because you’ll be talking with account owners or others interested in our plan, you need to have excellent communication skills. As a member of our professional team, you will be joining a hard-working group that is serious about providing exceptional service to account owners.

Requirements

• Proficient with computers (intermediate skills, including typing and data entry)
• Proficient with Microsoft Word and Excel.
• Keen eye for detail and accuracy.
• Excellent communication skills.
• Ability to complete all customer service needs in a timely manner.

Nice To Haves

• 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor’s degree = 4 years of directly related work experience).

Responsibilities

• Receive inbound calls and answer questions about 529 plans.
• Work with numbers to provide accurate financial information to my529 account holders.
• Update account information and write letters to account owners.
• Data entry and typing.
• Provide exceptional customer service to my529 account holders.
• Ability to complete all other tasks or projects assigned.

Benefits

• Health, Dental, Vision and Prescription Plans start on your first day of employment.
• Flexible Spending Accounts
• Excellent retirement plans (At no cost to you, we invest 14.2% of your annual salary into a retirement plan!)
• Tuition reduction (50%) at the University of Utah after 6 months
• Tuition reimbursement after 6 months for business related courses (approved by HR)
• Free Trax and Frontrunner passes
• Free covered parking pass
• Generous paid time off and sick leave
• 10 paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree