Job Title: Client Service Representative
Date Posted: 03-17-2008
Job Location: Massachusetts-Boston
Job Type: Full Time
Education Level: Associate Degree
Work Experience: 1+ to 2 Years
Job Shift: First Shift
Hourly Salary: $20-$30/hr
Company Name: Upromise
Contact Information: Pat   Wesley (pat.wesley@slma.com)
Job Description:
The Client Services Reps will be accountable for providing high quality service to advisor-sold
529 plans via phone and mail requests.  Excellent interpersonal skills are necessary since this
position handles requests from financial advisors, broker/dealers, and account owners seeking
information or executing requests on specific accounts, product information, and polices and
procedures.
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