Hybrid Client Service Rep - 529 College Savings

Union Bank & Trust

Lincoln (NE)

Hybrid

USD 25,000 - 30,000

Part time

8 days ago

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Job summary

Union Bank & Trust is hiring temporary Client Service Representatives to assist investors and financial advisors on the 529 College Savings plans. The role focuses on phone-based customer service, transaction processing, and regulatory compliance, with duties including troubleshooting online access and tax-related guidance.

The position is hybrid with onboarding and has potential for permanency depending on performance and open roles.

Qualifications

High School Diploma or GED required; college coursework preferred.
At least 2 years of Customer Service or Call Center experience strongly preferred.
Working knowledge of investments and/or 529 Plan rules and regulations, or prior banking experience preferred.
Proficient in Microsoft Word, Excel, Outlook, and in working with other financial software.

Responsibilities

Provide phone assistance to investors and Financial Advisors' inquiries and discuss investment options and 529 rules.
Process transactions accurately and timely, including contributions, withdrawals, and investment changes, following laws.
Convey tax laws regarding 529 Plans and tax benefits/penalties.
Assist with 529 account information, verifications, rollovers, mailings, and account changes.
Assist callers with online access and troubleshoot website issues.