Customer Service Representatives

Details This; Toronto; On-site; CAD 53,000 - 69,000; Full time

Benefits offered by this job

Health benefits

FSA

Retirement plan

Tuition reduction

Tuition reimbursement

Trax passes

Parking pass

Paid time off

Holidays

Job summary

University of Utah is seeking a full-time Customer Service Specialist to handle inbound calls about 529 plans and update account information. Training will be provided to respond confidently and accurately. You will write account owner letters, perform data entry, and maintain high-quality service for plan participants.

The role emphasizes attention to detail, data accuracy, and clear communication. Benefits include comprehensive plans and URS-related programs, with a hybrid workplace and growth

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).

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.

Skills

Computers (typing & data entry)

MS Word & Excel

Attention to detail

Customer service oriented

Education

Equivalency statement: 1 year of higher education substituted for 1 year of related work experience

Job description

Track Level S2 - Intermediate, S1 - Entry Level Support

FLSA Code

FLSA Code Nonexempt

Patient Sensitive Job Code?

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time?

Full Time or Part Time? Full Time

Shift

Shift Day

Work Schedule Summary

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

VP Area

VP Area President

Department

Department 01396 - my529

Location

Location My529 Downtown SLC

City

City Salt Lake City, UT

Type of Recruitment

Type of Recruitment External Posting

Pay Rate Range

Close Date

Close Date 10/21/2026

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

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:

• 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.
• Ability to complete all customer service needs in a timely manner.

Preferences

• 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.

Type

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 [phone] 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 [phone] or [phone] or University Human Resource Management at [phone] 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 possess a strong commitment to improving access to higher education.

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.

Consistent with state and federal law, the University of Utah 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.

To request a reasonable accommodation 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 Title IX ( OEO ). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non-Discrimination page.

Online reports may be submitted at https://oeo.utah.edu

https://publicsafety.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.

As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

University Human Resource Management
250 East 200 South, Suite 125 Salt Lake City, UT 84111
Contact us: [phone] By Email: [e-mail]