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This is an excellent entry-level opportunity to develop your career within the financial services industry. This position is a customer service related role within an inbound call center. In your role as a 529 Call Center Representative, you are the front line for our client, who handles 529 College Savings Plans. The client has contracted with our organization to take their customer service related calls. Each day you will be representing our client by providing quality customer service through addressing account inquiries, processing transactions and assisting callers with online account access.   Training is provided for this role and will include both classroom and on the job training for up to four weeks. Training will be scheduled from 8am-5pm Monday through Friday during this period.
Responsibilities ·        
Provide excellent customer service to customers by answering questions, resolving issues and assisting with financial transactions (purchases, withdrawals and rebalance). ·        
Provide account owners with information on how to - changing registrations - tax contribution amounts, address updates, and general account information. ·       
Addresses concerns and escalated items related to accounts. ·      
  Quote and provide account balance and status of past transactions. ·        
Assist with online access- reset passwords/user ID’s ·        
Research complex issues for customers, supporting their requests, making outbound calls to provide customers with updates or to gain additional information.  
Qualifications ·        
High School degree. ·       
  At least one year of previous customer service related experience preferred ·       
  Excellent communication skills – verbal and written. ·       
  Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems. ·       
  A passion for excellence in service and attention to detail.