CATALIS · 9 hours ago
Customer Service Account Specialist
Jacksonville, FL
Full-time
Onsite
Entry Level
1+ years expCatalis is North America’s leading government Software as a Service (SaaS) and integrated payments provider. They are seeking a Customer Service Account Specialist to support 529 college savings plans by providing guidance and assistance to account owners, ensuring a positive experience for current and prospective participants.
Computer Software
Responsibilities
Answer inbound account maintenance and enrollment calls from account owners
Process account maintenance documents and emails
Educate and promote 529 plans to grow the plans
Place outbound enrollment calls to account owners to assist with questions or assist completing their enrollment
Research and respond to financial inquiries for account owners, managers, and client success team members
Provide input for process improvements and/or new projects to improve overall quality and processing efficiency
Provide a professional high quality of service to current and future account owners
Responsible for understanding and explaining the benefits of 529 programs based on rules and regulations
Other Duties as assigned
Qualification
Required
High school diploma or GED required; Associate's or Bachelor's degree preferred
A minimum of 1+ years of experience in a customer service, call center or financial services role
Excellent verbal and written communication skills
Strong attention to detail and accuracy when processing data and documents and providing information
Analytical skills
Customer service orientation
Proficiency with Excel and Word
A professional attitude is required
Preferred
Familiarity with 529 savings plans or other investment/financial products a plus!
Benefits
Health, dental, vision insurance
Paid Time Off (PTO)
HSA and FSA options
401(k) plan with matching contributions
Paid parental leave
ABLE matching contributions for the disability community
Employer paid short term and long-term disability insurance and group term life insurance
Financial and legal assistance through our EAP (Employee Assistance Program)
Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
Company
CATALIS
Catalis is the transformational SaaS and integrated payments partner powering all levels and sizes of government – municipalities, counties, states, and federal agencies.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Downs, MBA
Chief Financial Officer
Bill Brice
Chief Operating Officer
Company data provided by crunchbase