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 solid communication capabilities. Attention to detail will be key in this dynamic role.Key Responsibilities:Handle inbound customer inquiries on 529 plansEnsure accurate financial data sharing with clientsUpdate account information and draft correspondenceAssist with data entry tasks and documentationProvide excellent customer service to all account holdersRequirements:1 year of work experience or equivalent educationIntermediate skills in Microsoft Word and ExcelKeen detail orientation and accuracy in tasksTimely completion of customer service requestsExperience in financial services is a plusEngage with my529 to empower clients' education goals through top-notch service.

📌 Customer Service Role For My529 (Toronto)
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📍 Toronto