Provides assistance and information to callers on CollegeAdvantage Customer Information Hotline regarding Ohio's 529 college savings program: utilizes specialized knowledge of CollegeAdvantage, 529 industry, investments and mutual funds in order to effectively communicate information and financial concepts in responding to inquiries and questions, including providing information related to investment options, contributions, exchanges, rollovers, withdrawals, refunds and transfers; assists customers with understanding of program rules and regulations, as well as fee structures and tax implications; accesses customer accounts and provides account information, resolves routine issues and/or complaints; provides assistance in navigating web site; promotes Ohio Tuition Trust Authority services and marketing initiatives. Provides high quality assistance to ensure positive client relations. Fulfills requests for informational materials. May address customer issues through written and electronic correspondence.
Provides outbound calls to prospective and current CollegeAdvantage customers offering assistance and providing follow-up regarding establishment and on-going maintenance of accounts, (i.e. incomplete account applications, new established accounts, first-time withdrawals, roll-overs, etc.). Performs customer service processing functions: enters, maintains, updates and corrects customer account information.
What’s in it for you:
At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Dental, Vision and Basic Life Insurance
Time Away From Work and Work/Life Balance
Employee Development Funds
Ohio Public Employees Retirement System
Deferred Compensation
Ohio Tuition Trust Authority is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact Tiffany James at tjames@collegeadvantage.com
QualificationsMinimum Qualifications:
Preferred Qualifications:
Position entails answering incoming calls 6-7 hours per day. Scheduled hours may vary between 8:00 am and 6:00 pm, primary hours will be 9:30 am - 6:00 pm.
ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.
Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
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