Join my529 as a Customer Service Specialist, providing support for education savings plans in Salt Lake City, UT. This full time role embraces client interaction and detailed account management.

In this position, you will engage with customers, offering guidance on 529 plans while ensuring accurate account updates and data entry. You will work full time, including hybrid shifts, and must possess solid computer skills alongside strong communication capabilities. Attention to detail will be key in this dynamic role.

Key Responsibilities:
• Handle inbound customer inquiries on 529 plans
• Ensure accurate financial data sharing with clients
• Update account information and draft correspondence
• Assist with data entry tasks and documentation
• Provide excellent customer service to all account holders

Requirements:
• 1 year of work experience or equivalent education
• Intermediate skills in Microsoft Word and Excel
• Keen detail orientation and accuracy in tasks
• Timely completion of customer service requests
• Experience in financial services is a plus

Engage with my529 to empower clients' education goals through top-notch service.
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📌 Customer Service Role for my529 (Ontario)
🏢 Details This
📍 Ontario