Enter a job title or keyword

Customer Service Representatives

Job Summary My529


Job Location:

Salt Lake, UT - USA

Monthly Salary: Not provided by the employer
Posted: 29 May 2026 (30+ days ago)
Application Deadline: 26 August 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

Job Summary
my529 is looking for an exceptional person to join our team as a full-time Customer Service Specialist! About Us my529 administers the State of Utahs 529 education savings plan and is consistently ranked as 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 . What a Specialist Does Specialists receive inbound calls and answer questions about 529 plans. If youre selected well train you so you can answer with confidence. As a specialist youll 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 youll 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 90 days 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

Responsibilities
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. Customer Service Representative I Requires little to no related experience. This is an Entry-Level position in the Support track. Job Code: SY1481 Grade: S10 Customer Service Representative II Requires at least 1 year of related experience. This is an Intermediate Level position in the Support track. Job Code: SY1482 Grade: S12

Minimum Qualifications
EQUIVALENCY STATEMENT : 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelors degree 4 years of directly related work experience). Qualifications: High School diploma or equivalent required college degree preferred. 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.


Required Experience:

Unclear Seniority