Position Summary: UBT College Savings Group is seeking an individual with a passion for customer service and a skill for problem solving to be a part of the resolution team. The UBT College Savings Group manages nationally ranked 529 plans, with an emphasis in providing stellar service to investors and financial advisors alike. A successful Customer Service Resolution Representative will embrace a focus on doing right by customers and community. Come build your career with us!

Essential Functions:

• Utilize 529 and plan knowledge to problem solve while assisting customers and financial professionals.
• Reach out by phone, email, and mail to inquire about incomplete account paperwork and other requests from investors and advisors to resolve questions.
• Follow College Savings Group resolution process and communicate clearly with customer and advisors regarding status of questions or not-in-good-order items.
• Responsible for gaining an in-depth knowledge of the plans and investments UBT offers as well as an understanding of mutual funds, investing, and taxes, as they relate to 529 plans.
• Assist inbound callers with their inquiries during high volume times throughout the day/week.
• Assist with project-related work on items such as returned mail, account re-registrations, and uncashed checks, etc.
• Process plan distributions, contributions, and general account updates.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.

Qualifications:

• Call Center or Customer Service experience required.
• Working knowledge of investments and/or 529 Plan rules and regulations preferred.
• Bachelor’s degree in a related field or equivalent experience a plus.
• Proficient in Microsoft Word, Excel and in working with other financial software.

Preferred Talents:

• Accurate and detailed
• Problem solver
• Effective communicator both verbal and written- promotes Union Bank’s customer service philosophy
• Positive and people focused
• Organized
• Self-directed and takes initiative
• Deadline driven

Working Environment:

Sedentary work, occasional lifting and/or carrying up to 20 pounds.

Indoor work not exposed to outdoor elements or hazards.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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