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:
Contact Information: Upromise, Inc.   Upromise, Inc. (
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.


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

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
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

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