Hybrid Customer Service Specialist — 529 Plans

University of Utah; Salt Lake City (UT); Hybrid; USD 2,066,000 - 2,893,000; Full time

Benefits offered by this job

Health, Dental, Vision and Prescripion

Flexible Spending Accounts

Excellent retirement plans

Tuition reduction at University of UT

Tuition reimbursement for business/HR

Free Trax and Frontrunner passes

Free parking

Generous paid time off and holidays

Job summary

University of Utah is seeking a full-time Customer Service Specialist to handle inbound calls about 529 plans, update accounts, and produce accurate financial information for owners. The role emphasizes attention to detail, typing/data entry, and strong communication skills.

You’ll join a dedicated team and receive training, with hybrid work and an extensive benefits package. Prior experience in finance or higher education is a plus.

Qualifications

• Proficient with computers and data entry.
• Proficient with Microsoft Word and Excel.
• Attention to detail and accuracy.
• Strong customer service skills.

Responsibilities

• Receive inbound calls and answer questions about 529 plans.
• Work with numbers to provide accurate information to account holders.
• Update account information and write letters to account owners.
• Data entry and typing.
• Provide exceptional customer service to account holders.
• Complete other tasks or projects as assigned.

Skills

Computers & data entry

MS Word & Excel

Attention to detail

Customer service

Education

Equivalency statement: 1 year of higher education = 1 year related work experience

Job description

University of Utah is seeking a full-time Customer Service Specialist to handle inbound calls about 529 plans, update accounts, and produce accurate financial information for owners. The role emphasizes attention to detail, typing/data entry, and strong communication skills.

You’ll join a dedicated team and receive training, with hybrid work and an extensive benefits package. Prior experience in finance or higher education is a plus.