Customer Service Specialist

Job Summary 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 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. 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 Learn more about the great benefits of working for University of Utah: benefits.utah.edu The department may choose to hire at any of the below job levels and associated pay rates based on their business need and budget. 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. Minimum Qualifications EQUIVALENCY STATEMENT: 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). Qualifications Department may hire employee at one of the following job levels: Customer Service Representative, I: Requires little to no related experience. Customer Service Representative, II: Requires at least 1 year of related experience. Skills 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. Preferences A college degree. Prior experience working in a financial services, finance-related, or higher education setting. Prior customer service experience working directly with customers or over the phone. Special Instructions Requisition Number: PRN46030B Full Time or Part Time? Full Time Work Schedule Summary: 7am-4pm, 7:30am-4:30pm, 8am-5pm Monday – Friday, Hybrid Department: 01396 - my529 Location: My529 Downtown SLC Pay Rate Range: $22.50+ per hour depending on experience Close Date: 10/21/2026 Open Until Filled #J-18808-Ljbffr University of Utah