Customer Care Representative

About us:

Ohios CollegeAdvantage program provides families across the nation flexible options and educational resources to invest in our trusted taxadvantaged 529 plans for education expenses after high school.

Minimum Qualifications:

• High School Diploma or GED
• Data entry experience
• Two years customer service in an inbound call center environment

Preferred Qualifications:

• Completion of Associate or Bachelors Degree
• Familiarity with financial products (banking/investments)
• Experience with ACD phone systems

Position entails answering incoming calls 67 hours per day. Scheduled hours may vary between 8:00 am and 6:00 pm primary hours will be 9:30 am 6:00 pm.

Provides assistance and information to callers on CollegeAdvantage Customer Information Hotline regarding Ohios 529 college savings program: utilizes specialized knowledge of CollegeAdvantage 529 industry investments and mutual funds in order to effectively communicate information and financial concepts in responding to inquiries and questions including providing information related to investment options contributions exchanges rollovers withdrawals refunds and transfers; assists customers with understanding of program rules and regulations as well as fee structures and tax implications; accesses customer accounts and provides account information resolves routine issues and/or complaints; provides assistance in navigating web site; promotes Ohio Tuition Trust Authority services and marketing initiatives. Provides high quality assistance to ensure positive client relations. Fulfills requests for informational materials. May address customer issues through written and electronic correspondence.

Provides outbound calls to prospective and current CollegeAdvantage customers offering assistance and providing followup regarding establishment and ongoing maintenance of accounts (i.e. incomplete account applications new established accounts firsttime withdrawals rollovers etc.). Performs customer service processing functions: enters maintains updates and corrects customer account information.

Whats in it for you:

At the State of Ohio we take care of the team that cares for Ohioans. We provide a variety of quality competitive benefits to eligible fulltime and parttime employees. For a list of all the State of Ohio Benefits visit our Total Rewards website! Our benefits package includes:

Medical Coverage

• Quality affordable and competitive medical benefits are offered through the available Ohio Med plans.
  

Dental Vision and Basic Life Insurance

• Dental vision and basic life insurance premiums are free after completed eligibility period. Length of eligibility period is dependent on union representation.
  

Time Away From Work and Work/Life Balance

• Paid time off including vacation personal and sick leave
• 11 paid holidays per year
• Childbirth/Adoption leave
  

Employee Development Funds

• The State of Ohio offers a variety of educational and professional development funding that varies based on whether you are a unionexempt employee or a unionrepresented employee.
  

Ohio Public Employees Retirement System

• OPERS is the retirement system for State of Ohio employees. The employee contributes 10% of their salary towards their retirement. The employer contributes an amount equal to 14% of the employees salary. Visit the OPERS website for more information.
  

Deferred Compensation

• The Ohio Deferred Compensation program is a 457(b) voluntary retirement savings plan. Visit the Ohio Deferred Compensation website for more information.
  

Ohio Tuition Trust Authority is committed to providing access and inclusion and reasonable accommodation in its services activities programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact Tiffany James at

The State of Ohio is a drugfree workplace which prohibits the use of marijuana (recreational marijuana/nonmedical cannabis). Please note this position may be subject to additional restrictions pursuant to the State of Ohio DrugFree Workplace Policy (HR39) and as outlined in the posting.

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services activities programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.