Customer Service Representatives
Details This
Job Description
Track Level S2 - Intermediate, S1 - Entry Level Support
FLSA Code
FLSA Code Nonexempt
Patient Sensitive Job Code?
Patient Sensitive Job Code? No
Standard Hours per Week 40
Full Time or Part Time?
Full Time or Part Time? Full Time
Shift
Shift Day
Work Schedule Summary
7am-4pm, 7:30am-4:30pm, 8am-5pm
Monday - Friday, Hybrid
VP Area
VP Area President
Department
Department 01396 - my529
Location
Location My529 Downtown SLC
City
City Salt Lake City, UT
Type of Recruitment
Type of Recruitment External Posting
Pay Rate Range
Close Date
Close Date 10/21/2026
Priority Review Date (Note - Posting may close at any time)
Job Summary
my529 is looking for an exceptional person to join our team as a full-time Customer Service Specialist!
About Us
my529 is a nonprofit, self-supporting agency that administers a public trust. my529 is the State of Utah’s 529 education savings plan and is consistently ranked as one of the best 529 plans in the nation. my529 mixes 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 90 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:
- 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 6 months 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
Learn more about the great benefits of working for University of Utah: benefits.utah.edu
The department may choose to hire at any of the below job levels and associated pay rates based on their business need and budget.
Responsibilities
- 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
EQUIVALENCY STATEMENT : 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor’s degree = 4 years of directly related work experience).
Qualifications:
Department may hire employee at one of the following job levels:
Customer Service Representative, I: Requires little to no related experience.
Customer Service Representative, II: Requires at least 1 year of related experience.
Skills:
- Proficient with computers (intermediate skills, including typing and data entry)
- Proficient with Microsoft Word and Excel.
- Keen eye for detail and accuracy.
- Ability to complete all customer service needs in a timely manner.
Preferences
- Prior experience working in a financial services, finance-related, or higher education setting.
- Prior customer service experience working directly with customers or over the phone.
Type
Special Instructions Summary
Additional Information
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information.
Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.
Veterans' preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment.
Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX ( OEO ). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non-Discrimination page.
Online reports may be submitted at https://oeo.utah.edu
https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.
University Human Resource Management
250 East 200 South, Suite 125 Salt Lake City, UT 84111
Contact us: (801) 581-2169 By Email: [email protected]