Customer Service Specialist II

Job Summary

my529 is looking for an exceptional person to join our team as a full-time Customer Service Specialist!

About Us

my529 administers the State of Utah's 529 education savings plan. With approximately $20 billion in assets under management, my529 consistently ranks as one of the top 529 plans in the United States. As a quasi-governmental agency, we mix the stability of government with a goal-driven business environment. Sound financial management and expanded marketing have created substantial growth over the last several years. Our team of over 70 employees has a clear vision of growth and the teamwork needed to support it. You can learn more about us at www.my529.org.

What a Specialist Does

Specialists receive inbound calls and answer questions about 529 plans. If you're selected, we'll train you so you can answer with confidence. As a specialist you'll be making updates to accounts and writing letters to account owners, so you need to have basic computer skills and experience with programs such as Word and Excel.

You will also spend time entering data, including working with numbers, so you will need to have a keen eye for detail and accuracy. Because you'll be talking with account owners or others interested in our plan, you need to have excellent communication skills. As a member of our professional team, you will be joining a hard-working group that is serious about providing exceptional service to account owners.

Benefits:

We offer a competitive hourly wage plus benefits, including:

• Health, Dental, Vision and Prescription Plans start on your first day of employment
• Flexible Spending Accounts
• Excellent retirement plans (At no cost to you, we invest 14.2% of your annual salary into a retirement plan!)
• Tuition reduction (50%) at the University of Utah after 6 months
• Tuition reimbursement after 90 days for business related courses (approved by HR)
• Free Trax and Frontrunner passes
• Free covered parking pass
• Generous paid time off and sick leave
• 10 paid holidays

Responsibilities

Responsibilities & Essential Functions:

• Receive inbound calls and answer questions about 529 plans.
• Work with numbers to provide accurate financial information to my529 account holders.
• Update account information and write letters to account owners.
• Data entry and typing.
• Provide exceptional customer service to my529 account holders.
• Ability to complete all other tasks or projects assigned.

Minimum Qualifications

Qualifications:

• Requires a high school diploma (or equivalency) and 1 year of directly related work experience.

Skills:

• Proficient with computers (intermediate skills, including typing and data entry)
• Proficient with Microsoft Word and Excel.
• Keen eye for detail and accuracy.
• Excellent communication skills.
• Ability to complete all customer service needs in a timely manner.

Preferences

• A college degree is preferred

Special Instructions

Requisition Number: PRN44968B
Full Time or Part Time? Full Time
Work Schedule Summary: Monday thru Friday - 7am-4pm, 7:30am-4:30pm, 8am-5pm
Department: 01396 - my529
Location: My529 Downtown SLC
Pay Rate Range: $22.50 (+) Depending on experience
Close Date: 8/7/2026
Open Until Filled:

To apply, visit https://utah.peopleadmin.com/postings/201761