Senior 529 Plan Services Specialist

Ultimus Fund Solutions; Omaha (NE); On-site; USD 52,000 - 75,000; Full time

Job summary

Ultimus Fund Solutions is seeking a 529 Plan Services Specialist II to manage transfer agency functions and maintain accurate records for 529 Plan clients. The role involves direct interaction with clients, financial representatives, vendors, and team members, leveraging deep knowledge of 529 plans and compliance requirements.

The position requires strong communication, multitasking, and analytical abilities, with experience in back-office retirement services or financial services.

Qualifications

• Undergraduate degree in business administration, finance, or related area.
• Series 6 or 7 license required.
• 3–5 years of inbound client support call center experience.
• Experience in back-office retirement services or financial services is a plus.

Responsibilities

• Answer incoming calls, emails, and chat interactions from account owners and representatives.
• Input complex trades and account maintenance updates in the recordkeeping system.
• Perform quality control reviews on enrollment, transfer, and investment election changes.
• Process requests for 529 plan literature and forms in a timely manner.
• Assist with onboarding of new department associates.

Skills

Troubleshooting

Multitasking

Analytical

Communication

Education

Undergraduate degree in business/finance

Series 6 or 7 license

Tools

Microsoft Office

Adobe Acrobat

Job description

Ultimus Fund Solutions is seeking a 529 Plan Services Specialist II to manage transfer agency functions and maintain accurate records for 529 Plan clients. The role involves direct interaction with clients, financial representatives, vendors, and team members, leveraging deep knowledge of 529 plans and compliance requirements.

The position requires strong communication, multitasking, and analytical abilities, with experience in back-office retirement services or financial services.