Customer Service Account Specialist seeking to help others and deliver exceptional service by guiding account owners with 529 college savings plans and promoting education investments.
Requirements
- High school diploma or GED required; Associate’s or Bachelor’s degree preferred
- Minimum of 1+ years of experience in customer service, call center or financial services role
- Excellent verbal and written communication skills
- Strong attention to detail and accuracy when processing data and documents
- Analytical skills
- Customer service orientation
- Proficiency with Excel and Word
- A professional attitude is required
Benefits
- Competitive salary and benefits package, including health, dental, vision insurance
- Paid Time Off (PTO)
- HSA and FSA options
- 401(k) plan with matching contributions
- Paid parental leave
- ABLE matching contributions for the disability community
- Employer paid short term and long-term disability insurance and group term life insurance
- Financial and legal assistance through our EAP (Employee Assistance Program)
- Opportunities for personal development and career advancement with free access to unlimited courses via Udemy