Client Services Representative - Advisor Plans

Upromise Investments, Inc. is a registered broker-dealer, and a member of FINRA and SIPC.  The company is focused solely on providing 529 plan management and marketing services to state partners and families saving for college.  In total, Upromise currently provides program management and administration services to more than 1.3 million accounts with over $18 billion in assets across direct, advisor and prepaid savings plans sponsored by nine separate states. 

Provide exceptional client service skills to advisor-sold 529 plans via phone. Following procedures, this position provides service to 529 advisor plans by handling requests from financial advisors, broker-dealers and account owners seeking information or executing requests on specific accounts, product or plan information, and policies and procedures. Responsible for researching and resolving complex issues in a timely manner. Demonstrates strong problem resolution skills; solid organizational and communication skills with a strong attention to detail. NASD series 6 and 63 licenses are preferred but not required.