Job Title: Client Services 529 Representative
Date Posted: 11-15-2006
Job Location: Massachusetts-Boston South
Job Type: Full Time
Education Level: Professional
Work Experience: 1+ to 2 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Upromise, Inc.
Company Website: www.upromise.com
Contact Information: Upromise, Inc.   Upromise, Inc. (jobs@upromise.com)
Job Description:
Effectively communicate features and benefits of 529 plans and the Upromise College Fund 529
plan to clients. Respond to client inquiries for information and provide resolution as
appropriate and in a timely manner. Support the company’s commitment to providing “best in
class” client service and the intent of achieving 100% client satisfaction.

Responsibilities:


Respond to inbound phone calls and emails from current and potential Upromise College Fund 529
clients


Communicate detailed features and benefits of 529 plans, the Upromise College Fund 529 Plan
and the Upromise Service


Use appropriate systems, applications, and available resources as necessary to research and
respond to client inquiries


Maintain client contact records and process client transactions in CRM and image platform


Educate clients on Upromise College Fund 529 policies and procedures


Stay abreast of and comply with all company and departmental policies and procedures


Identify trends in operational or product problems and make recommendations regarding future
policies and procedures


Perform additional related responsibilities as requested
Qualifications:
Must have valid Series 6,7, or 52 and 66 or 63 licenses


Prior financial service, client service, or customer service preferred


Professional demeanor a must


Strong analytical, problem solving, organizational, interpersonal, and written and verbal
communication skills


Detail oriented, PC and keyboard proficient, flexible, self-motivated, ability to multi task
and work well under pressure

Email: jobs@upromise.com 
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