529 Plans Customer Service & Accounts Specialist

CATALIS; Jacksonville (FL); Sur place; USD 38 000 - 48 000; Plein temps

Résumé du poste

Catalis in Jacksonville, FL, is seeking a Customer Service Account Specialist to support our 529 college savings plans. You will be the frontline voice, handling enrollment, maintenance, and inquiries from plan owners.

The role emphasizes clear communication, accuracy, and the ability to educate clients about 529 benefits. This is an in-office, Monday–Friday position with standard daytime hours, requiring a professional attitude and a customer-first mindset.

Qualifications

• High school diploma or GED required; degree preferred.
• 1+ years in customer service or financial services.
• Excellent verbal and written communication.
• Strong attention to detail and accuracy.
• Analytical skills.
• Proficiency with Excel and Word.
• Familiarity with 529 plans a plus.

Responsabilités

• Answer inbound account maintenance and enrollment calls from account owners.
• Process account maintenance documents and emails.
• Educate and promote 529 plans to grow the plans.
• Place outbound enrollment calls to assist with questions or enrollment.
• Research and respond to financial inquiries for account owners and team members.
• Provide input for process improvements and/or new projects to improve overall quality and processing efficiency.
• Provide a professional high quality of service to current and future account owners.
• Responsible for understanding and explaining the benefits of 529 programs based on rules and regulations.
• Other Duties as assigned.

Connaissances

Verbal communication

Written communication

Attention to detail

Analytical skills

Customer service orientation

Excel

Word

Professional attitude

529 plan familiarity

Formation

High school diploma or GED

Associate’s or Bachelor's degree preferred

Outils

Excel

Word

Description du poste

Catalis in Jacksonville, FL, is seeking a Customer Service Account Specialist to support our 529 college savings plans. You will be the frontline voice, handling enrollment, maintenance, and inquiries from plan owners.

The role emphasizes clear communication, accuracy, and the ability to educate clients about 529 benefits. This is an in-office, Monday–Friday position with standard daytime hours, requiring a professional attitude and a customer-first mindset.