Bilingual Client Service Representative – College Savings
Employment type
Full-time
Work setting
On-site
Location
Lincoln, NE
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Bilingual Client Service Representative – College Savings role is hybrid in Lincoln, NE, with work-from-home eligibility after onboarding. Compensation is not specified. The role supports Union Bank & Trust’s College Savings Group, which manages seven nationally ranked 529 college savings plans.
What you'll do
- Assist investors and financial advisors by phone
- explain account information, investment options, market performance, and 529 plan rules
- process contributions, withdrawals, and investment changes
- support account setup and maintenance
- help callers navigate online access
- research and resolve issues
- follow up on incomplete paperwork
- and protect accounts from fraud and security risks. Spanish fluency is required.
What we're looking for
- Skills & competencies
- bilingual client servicespanish529 college savingsinvestor supportfinancial advisorsphone customer serviceaccount transactionshybridlincoln neunion bank & trust
- Work arrangement
- Weekend coverage required
Why this role
The temporary position is available through February 12, 2027, with possible permanent employment depending on openings and performance. Hybrid work may be available after onboarding.
About the employer
Union Bank & Trust Company is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 93e1c2fb-184a-4fec-8aa1-5a6ba91aff70