Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 107 days ago

529 Shareholder Services Specialist II

Ultimus39 open roles

Where
Omaha, NE, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen now529 Shareholder Services Specialist IIUltimus · Omaha, NE, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Ultimus's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 107 days ago

The posting

SUMMARY The 529 Plan Services Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. This position will require in-depth 529 Plan knowledge, direct interaction with clients, financial representatives, vendors, and team members.   KEY ACCOUNTABILITIES ACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORT

Answers incoming call interactions. Initiates outgoing call interactions. Answers incoming email and chat interactions. Answers general questions regarding 529 plan basic parameters. Answers questions specific to the 529 plans serviced by Ultimus Fund Solutions. Answers basic questions regarding affiliated 529 plans. Opens and performs quality control review on new account enrollment requests. Initiates and performs quality control review on transfer requests. Initiates and performs quality control review on investment election changes. Inputs complex trades into recordkeeping system. Inputs complex account maintenance updates into recordkeeping system. Processes requests for 529 plan literature and forms in a timely manner. Composes and sends basic correspondence to account owners and financial representatives. Performs the daily reconciliation of manual, NSCC and internet-based trades. Processes returned mail within guidelines. Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES

Comprehends, retains, and explains services, company policies, and legal requirements to account owners and financial representatives. Learns and utilizes compliance procedures, desk policies, and legal requirements, state specific forms and documents, voice communication platform, and transfer agent recordkeeping and workflow system. Obtains knowledge of how the transfer agent fits into the plan managers administrative oversight, the 529 plan description and savings trust agreements to include general knowledge, the state specific 529 serviced, and call performance standards.

WORKING RELATIONSHIPS

Daily contact with account owners, financial representatives, and broker-dealer firms. Daily contact with members of the 529 team including senior associates and manager. Daily contact with internal teams and departments.

May perform other duties as required and assigned.   EDUCATION AND EXPERIENCE

Undergraduate degree in business administration, finance, or related area. Series 6 or 7 license preferred. 3-5 years of experience providing inbound support to clients in a call center. Experience within the back-office of a retirement services department, cleaning firm, brokerage firm, mutual fund department, or within the financial services industry.

Equivalent education and experience will be considered.

KNOWLEDGE

Financial service products, including 529 plans, mutual funds, and retirement plans. Mutual funds and retirement plans. Online account owner web portal. 529 industry websites. Microsoft Office Suite. Adobe Acrobat.

SKILLS AND ABILITIES

Provides exceptional customer service skills using proper phone etiquette. Troubleshoots issues utilizing creative and critical thinking skills. Multitasking, analytical, and organizational skills. Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness. Demonstrates personal integrity, responsibility, and accountability. Effectively uses resources such as time and information in conjunction with associates. Participates in solving problems and making decisions. Presents and expresses ideas and information, written and oral, clearly, and concisely. Actively listens to others to achieve understanding and supports an open exchange of ideas and information. Identifies needs, arranges for, and obtains resources to accomplish individual and department goals. Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations. Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

 

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Ultimus's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Ultimus's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Ultimus's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.