Customer Service Associate

Customer Service Associate

Commonwealth Savers, formerly Virginia529, is an independent state agency that offers savings and investment programs to meet future financial goals, while providing meaningful work to our diverse and collaborative team. Our name change to Commonwealth Savers, reflects our expanded mission to empower individuals on their entire financial journey through education, disability, and retirement savings programs. Commonwealth Savers manages the largest 529 and independent ABLE plans in the nation, helping people save for higher education and disability related expenses, and now manages the state's private retirement program, RetirePathVA, bringing retirement savings to those who do not have employer-provided options. Our growing Customer Contact Center is seeking Customer Service Associates to work directly with our current and prospective customers. Following completion of the onsite training program, the Customer Service Associate will work Monday-Friday, 9 : 00 am-6 : 00 pm. Extended hours may be required to accommodate the needs of the agency during high volume times of the year. In this position, you will : Help our customers and prospective customers navigate the college and disability savings processes 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 payout estimates for Prepaid529 contracts Process account updates at the request of customers Successful candidates will have : 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 Bilingual with fluency in English and Spanish 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 Work Environment : 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. Benefits : Generous healthcare benefits with multiple plans to choose from Defined benefit and contribution retirement plans with cash match 12+ holidays PTO new employees earn 25 days / full year Tuition reimbursement Agency-paid continuing education 529 match program Relaxed work environment