CSP Resolution Representative

Job description

UBT is seeking intelligent, service-oriented problem-solvers to be part of the resolution team. 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. Qualifications: - Provide outreach to investors and financial advisors on incomplete account paperwork and other requests from investors and advisors to resolve questions. - Utilize 529 and plan knowledge to assist customers and financial professionals. Assist with every facet of 529 College Savings account information, verification, proper tax coding, account processes, account creation and changes, rollovers, and mailings. - Follow College Savings Group resolution processes and communicate clearly with customers and advisors regarding status of questions or items not in good order. - 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. - Ass...