Job Details

Customer Service Specialist

Position Number: 9790777
Location: Salt Lake City, United States
Position Type: Other Administrative Positions

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 www.my529.org.

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:
We offer a competitive hourly wage plus benefits, including:

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-5pmMonday 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:

To apply, visit <a href=""https://apptrkr.com/9790777"">https://utah.peopleadmin.com/postings/208196