Customer Service Account Specialist

529 Customer Service Account Specialist

Who we are:

Catalis is North America's leading government Software as a Service (SaaS) and integrated payments provider, powering municipal, county, state, and federal governments. With deep expertise, a proven track record, and innovative digital solutions, Catalis has empowered public servants across the US and Canada to modernize government and engage citizens.


Summary:


Are you someone who enjoys helping others and takes pride in delivering exceptional service? We are seeking a Customer Service Representative to support our 529 college savings plans. In this role, you'll work directly with account owners-providing guidance, answering questions, and helping families invest in their future education needs.

You'll serve as the frontline voice of our organization, ensuring a seamless and positive experience for current and prospective plan participants. If you're a strong communicator, a problem solver, and enjoy making a difference through service, we'd love to meet you. This is not a remote position; it is in office. Workweek is Monday through Friday from 9:00 a.m. to 6:00 p.m.

What you will do:

• Answer inbound account maintenance and enrollment calls from account owners.
• Process account maintenance documents and emails.
• Educate and promote 529 plans to grow the plans.
• Place outbound enrollment calls to account owners to assist with questions or assist completing their enrollment.
• Research and respond to financial inquiries for account owners, managers, and client success team members.
• Provide input for process improvements and/or new projects to improve overall quality and processing efficiency.
• Provide a professional high quality of service to current and future account owners.
• Responsible for understanding and explaining the benefits of 529 programs based on rules and regulations.
• Other Duties as assigned.

Requirements

What you will need to succeed:

• High school diploma or GED required; Associate's or Bachelor's degree preferred
• A minimum of 1+ years of experience in a customer service, call center or financial services role
• Excellent verbal and written communication skills
• Strong attention to detail and accuracy when processing data and documents and providing information
• Analytical skills
• Customer service orientation
• Proficiency with Excel and Word
• A professional attitude is required
• Familiarity with 529 savings plans or other investment/financial products a plus!

EEO Statement: We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.