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Intuition College Savings Solutions


Jacksonville, Florida

Basic Job Purpose:

Positioned in a call center environment, provide inbound service to multiple prepaid and investment customers and process transactions as required.

Essential Functions:

  • Responsible for customer service functions to include; answering inbound phone calls from prospective and existing customers and/or placing outbound calls
  • Assist potential customers with enrollment inquiries
  • Understand and explain complex rules and regulations of each plan to customer(s)
  • Research and respond to financial inquiries for customers, managers and client representatives
  • Periodically have input into process improvement for customers, managers and client representatives
  • Provide the highest level of service to customer and clients to meet or exceed defined service level agreements (SLA)
  • Other duties as assigned

Education, Experience and Skills:

A minimum of one year, preference of three (3) years customer service experience in the financial services (banking and/or money management) industry, with emphasis on investment/financial account maintenance and customer service activities.  Excellent oral and written communication skills, attention to detail, analytical skills, customer service orientation, proficiency with excel and word, and a professional demeanor is required.  A high school diploma or the equivalent is required.

To Apply:

Email your resume to [email protected].