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Customer Service Rep Client Relationship Manager

Senior 529 Plan Client Services Specialist

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: Ultimus Fund Solutions
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm seeks a 529 Plan Services Specialist II in Hauppauge, NY to ensure accurate records and support for 529 Plan clients. Responsibilities include handling client inquiries, processing account requests, and maintaining compliance with policies. Candidates should have an undergraduate degree, a series 6 or 7 license, and experience in client support in a call center setting. This role demands strong customer service and analytical skills, alongside effective communication.

Competitive salary offered.
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Position Requirements
10+ Years work experience
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