Top 815 Sr. associate, commissioning project specialist Jobs in Boulder, Co

529 Shareholder Services Specialist II
Ultimus Fund Solutions —Denver, CO
- Full-time
- Mid-level
- 3 years
- Finance
- Retirement plan
Quick Apply
Manager or Senior Manager - Renewable Energy Credits (AMCS)
KPMG —Denver, CO
- $105,640 - $223,100 a year
- Full-time
- CPA
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
CT Technologist weekends
HCA HealthONE Presbyterian St. Luke's —Denver, CO
- $33.44 - $51.26 an hour
- Weekends as needed
- No experience needed
- Children
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
3d
Med Tech / QMAP
The Bridge at Longmont —Longmont, CO
- Full-time
- CPR Certification
- BLS Certification
- High school diploma or GED
Quick Apply
5d
Senior Associate, SailPoint Identity Governance Engineer
KPMG —Denver, CO
- $95,855 - $208,265 a year
- Full-time
- Azure
- Mid-level
- 3 years
- Disability insurance
- Health insurance
13d
Tax Senior Associate, Asset Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Tax Senior Associate, Asset Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Substation Engineer (Physical Substation Design)
SEL Engineering Services, Inc. —Lakewood, CO
- $136,100 - $170,300 a year
- Full-time
- Management
- Bachelor of Science
- Research
- Paid holidays
- Disability insurance
Quick Apply
10d
RN Surgical Telemetry Days
HCA HealthONE Mountain Ridge —Thornton, CO
- $36.68 - $53.52 an hour
- Full-time
- Surgery
- Mid-level
- Telemetry
- Employee stock purchase plan
- Disability insurance
Quick Apply
RN Med Surg Unit
HCA HealthONE Mountain Ridge —Thornton, CO
- $36.68 - $53.52 an hour
- Full-time
- Mid-level
- Medical-Surgical
- Under 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
Mammography Technologist II
Denver Health —Denver, CO
- $34.06 - $53.21 an hour
- Full-time
- Computer literacy
- Bachelor of Science
- Pass drug screening
- Paid parental leave
- Paid holidays
Certified Surgical Technologist III
HCA HealthONE Presbyterian St. Luke's —Denver, CO
- $26.65 - $41.10 an hour
- Full-time
- Surgery
- Children
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Associate, Sales Performance Management
KPMG —Denver, CO
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
5d
Investment Banking Vice President - ESOP
Selby Jennings —Denver, CO
- 6 years
- Office
- Finance
- Employee stock ownership plan
Quick Apply
Activities Assistant
Kisco Senior Living —Louisville, CO
- $19 - $21 an hour
- Weekends as needed
- Background check
- Clean driving record
- Current TB test
- Health insurance
- Dental insurance
12d
Engineering Technician III
Particle Measuring Systems —Niwot, CO
- $30 - $43 an hour
- Full-time
- Computer literacy
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Health insurance
- Dental insurance
9d
RN Clinical Nurse Coordinator Trauma Telemetry
HCA HealthONE Mountain Ridge —Thornton, CO
- $40.35 - $58.87 an hour
- Full-time
- Mid-level
- Telemetry
- Under 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Associate, Workday Security
KPMG —Denver, CO
- $96,045 - $206,080 a year
- Full-time
- Mid-level
- Supervising experience
- Bachelor's degree
- Disability insurance
- Health insurance
6d
Electronics Repair Technician
Electrom Instruments —Longmont, CO
- $22 - $28 an hour
- Full-time
- Background check
- Mid-level
- Windows
- Health insurance
- Dental insurance
Quick Apply
12d
Respiratory Therapy Director
HCA HealthONE Presbyterian St. Luke's —Denver, CO
- $102,960.00 - $160,617.60 a year
- Full-time
- Public speaking
- Children
- Pediatrics
- Employee stock purchase plan
- Disability insurance
Quick Apply

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529 Shareholder Services Specialist II

Ultimus Fund Solutions -
Denver, CO

Quick Apply

Job Details

Full-time

Benefits

Retirement plan

Qualifications

Employee relationship building
Stakeholder relationship building

Full Job Description

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.
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.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Quick Apply

Refine Your Search

sr. associate, commissioning project specialist jobs in boulder, co

529 Shareholder Services Specialist II

Manager or Senior Manager - Renewable Energy Credits (AMCS)

CT Technologist weekends

Med Tech / QMAP

Senior Associate, SailPoint Identity Governance Engineer

Tax Senior Associate, Asset Management

Tax Senior Associate, Asset Management

Senior Substation Engineer (Physical Substation Design)

RN Surgical Telemetry Days

RN Med Surg Unit

Mammography Technologist II

Certified Surgical Technologist III

Senior Associate, Sales Performance Management

Investment Banking Vice President - ESOP

Activities Assistant

Engineering Technician III

RN Clinical Nurse Coordinator Trauma Telemetry

Senior Associate, Workday Security

Electronics Repair Technician

Respiratory Therapy Director

I want to receive the latest job alert for sr. associate, commissioning project specialist in boulder, co

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