Customer Service Associate
Summary
As the largest 529 plan in the nation, Virginia529 helps students dream, save and achieve. We offer a variety of programs to help families save for future education expenses. Every day we continue to provide value to our customers through program enhancements, technology improvements, and education and scholarship opportunities.
Our employees are the heart of our organization’s success, which is why we believe in promoting an engaging, positive, and rewarding workplace. Working for Virginia529 provides an opportunity to do meaningful work and contribute your talent to a collaborative organization.
Our growing team is seeking a Customer Service Associate to work directly with our current and prospective customers. Following completion of the training program, the Customer Service Associate will work Monday-Friday, 9:00am-6:00pm or 10:00am-7:00pm. Extended hours may be required to accommodate the needs of the agency during high volume times of the year.
- Help our customers and prospective customers navigate the college savings process via phone, email and chat
- Assist with online access, applications and account set up, payments, and distributions of funds
- Help families access their savings to pay qualified higher education expenses including calculating estimates for Prepaid529 contracts
- Process account updates at the request of customers
- High School Diploma or equivalent required; Bachelor's degree preferred
- Three years’ experience in an office setting providing customer service; an equivalent combination of education and experience may be considered
- Contact center experience in a finance field is a plus
- Patience, friendliness, and a desire to help people realize their financial dreams
- Excellent customer service and relationship building skills
- Ability to understand, retain, and accurately communicate complex financial products and program descriptions
- Proficiency using Microsoft Office software
Our Customer Service employees spend considerable time in a sitting, stationary position. Essential functions of this job include operating a computer and phone, typing, and constantly communicating with customers on the phone and in writing.
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More about Virginia529
About Virginia529
Get to know the history, mission, and savings programs of Virginia529.
Board Leadership
Virginia529 is governed by an 11-member board, consisting of experts in finance, investments, and education.
Reports
Review historical reports and current investment policies.
Procurement
Become a supplier of goods and services to Virginia529.