CSP Customer Service Representative (Temp)

Job description

Position Summary: UBT is seeking temporary customer service representatives to assist the College Savings Plan customer service team. The contract will be available through September 11th 2026. Opportunity for a permanent position dependent on open positions and candidate performance. Qualifications: - 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...