# Job Position
**Position:** 529 Shareholder Services Specialist II

**Company:** Ultimus Fund Solutions

**Location:** United States

**Work Type:** Full-time

**Experience Level:** Associate

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## Job Description

SUMMARYThe 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 ACCOUNTABILITIESACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORTAnswers incoming call interactions.Initiates outgoing call 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