CSP Customer Service Representative

Remote from: USA
Annual salary: Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Department: Customer Success
Employment type: Full Time,
Job posted: 14 Jun 2025
Apply before: 14 Jul 2025
Experience level: Midweight
Views / Applies: 12345 / 123

Union Bank & Trust offers a range of banking and financial services to individuals, businesses, and communities.

Financial Services
1917

UBT is seeking intelligent, service-oriented problem-solvers to help investors who are investing for future college expenses. The UBT College Savings Group manages seven nationally ranked 529 College Savings Plans, with an emphasis on providing stellar phone-based customer service to investors and financial advisors. The position provides an excellent opportunity to grow in knowledge of investments, taxes, 529 plans, and some financial planning.

Essential Functions:

Provide phone assistance to investors’ and Financial Advisors’ inquiries. Be able to discuss investment options, market performance, account information, and 529 tax and estate planning rules and regulations as outlined by IRS and State law.
Process transactions from callers accurately and in a timely manner, including contributions, withdrawals, and investment changes, while following Federal and State laws pertaining to 529 Plans, including tax benefits and penalties.
Accurately and clearly convey Federal and State tax laws pertaining to all seven of our 529 Plans regarding possible tax deductions and credits, tax penalties for non-qualified withdrawals, Federal exceptions, gift tax and accelerated gifting, and rollovers into Roth IRAs.
Assist with every facet of 529 College Savings account information, verification, proper tax coding, account processes, account creation and changes, rollovers, and mailings.
Navigate callers through their online access and assist in troubleshooting website difficulties.
Utilize an array of different resources and tools to research and gather information to resolve client issues and answer more complex inquiries.
Follow up with advisors and investors regarding incomplete account paperwork, information, and requests.
Acquire knowledge of PowerAgent Operator and Worx, Director, eStreamOne, Plaid, and Microsoft products such as OneNote, Word, Sharepoint, and Outlook.
Participate in ongoing product knowledge and customer service training to enhance skills, stay current on 529 updates and processing procedures, and provide the best possible service to our investors.
Understand, identify, and evaluate potential risks to client accounts and take necessary steps to ensure the account is protected against fraud, theft, and security breaches.
Prioritize and manage daily tasks, workflows, and projects to ensure regular progress and timely completion, and regularly report progress and status to leadership.
Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training and 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:

Bachelor’s degree or equivalent experience strongly preferred.
Minimum of 2 years of Customer Service or Call Center experience strongly preferred.
Working knowledge of investments and/or 529 Plan rules and regulations, or prior banking experience preferred.
Proficient in Microsoft Word, Excel, Outlook, and in working with other financial software.

Preferred Talents:

Accurate and detailed
Effective communicator both verbal and written- promotes Union Bank’s customer service philosophy
Positive and people focused
Organized and time efficient
Self-directed and takes initiative
Deadline driven
Critical thinking