Job description
my529 is looking for exceptional persons to join our team as full-time customer service representatives (actually, we call them Specialists).
About Us
About Us
my529 administers the State of Utah’s 529 college savings plan and is consistently ranked one of the best 529 plans in the nation. As a quasi-governmental agency, we mix 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 70 employees has a clear vision of growth and the teamwork needed to support it. You can learn more about us at my529.org.
www.my529.org.
What a Specialist Does
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.
Responsibilities
Responsibilities & Essential Functions:
- 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
- A college degree is preferred
- 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
Type
Benefited Staff
Special Instructions Summary
Additional Information
The University of Utah values candidates who have experience working in settings with students from diverse backgrounds and possess a strong commitment to improving access to higher education for historically underrepresented students.
Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities and protected veterans are encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34
CFR
part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action:
Director/ Title IX Coordinator
Office of Equal Opportunity and Affirmative Action ( OEO /AA)
383 University Street, Level 1 OEO Suite
Salt Lake City, UT 84112
801-581-8365
oeo@utah.edu
Online reports may be submitted at oeo.utah.edu
For more information: https://www.utah.edu/nondiscrimination/
To inquire about this posting, email: employment@utah.edu or call 801-581-2300.
Office of Equal Opportunity and Affirmative Action ( OEO /AA)
383 University Street, Level 1 OEO Suite
Salt Lake City, UT 84112
801-581-8365
oeo@utah.edu
Online reports may be submitted at oeo.utah.edu
For more information: https://www.utah.edu/nondiscrimination/
To inquire about this posting, email: employment@utah.edu or call 801-581-2300.
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior
URS
service, may elect to enroll in
URS
if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from
URS
are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * Do you have a bachelor's degree or higher?
- Yes
- No
Applicant Documents
Required Documents
Optional Documents
- Resume
- Cover Letter
- Appropriate discharge document (such as a DD-214 – Member Copy 4) – Veteran Only – Call 801.581.2169
- Addendum to the University of Utah - Veteran Only - Call 801.581.2169 after submission
Open Date
04/25/2023
Requisition Number
PRN34717B
Job Title
Specialist II
Working Title
Customer Service Specialist II
Job Grade
009
FLSA Code
Nonexempt
Patient Sensitive Job Code?
No
Standard Hours per Week
40
Full Time or Part Time?
Full Time
Shift
Day
Work Schedule Summary
7am-4pm, 7:30am-4:30pm, 8am-5pm Monday thru Friday
VP Area
President
Department
01396 - my529
Location
My529 Downtown SLC
City
Salt Lake City, UT
Type of Recruitment
External Posting
Pay Rate Range
$19.86/hour (+) Depending on experience
Close Date
05/31/2023
Open Until Filled
No
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