Customer Service Specialist II

Details

Open Date 04/21/2025

Requisition Number PRN41675B

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

Monday thru Friday – 7am-4pm, 7:30am-4:30pm, 8am-5pm

VP Area President

Department 01396 - my529

Location My529 Downtown SLC

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range $22.50 ( ) Depending on experience

Close Date 07/21/2025

Priority Review Date (Note - Posting may close at any time)

Job Summary

my529 is looking for exceptional persons to join our team as full-time customer service specialist.

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

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. Green initiative: $20.00 extra, monthly, for using public transportation instead of covered parking.
• Generous paid time off and sick leave.
• 10 paid holidays.

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 High School diploma is required but 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 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.

The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.

All qualified individuals are strongly 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.

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 ( OEO /AA). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at: https://www.utah.edu/nondiscrimination/

Online reports may be submitted at oeo.utah.edu

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.