Title: Customer Service Associates
State Role Title: Customer Service Representatives
Hiring Range: $54,500 - $56,000 (salary is commensurate with experience)
Pay Band: UG
Agency: Commonwealth Savers Plan
Location: ARBORETUM NORTH CHESTERFIELD
Agency Website: www.commonwealthsavers.com
Recruitment Type: General Public - G
Who We Are
Commonwealth Savers, an independent state agency, helps people build brighter futures through savings programs that support education, independence, and long-term security. Employees are driven by a shared mission of expanding opportunity, improving financial well-being, and making a meaningful difference to individuals and communities. It's a place where meaningful work and public impact come together to help families thrive.
About the Role
Use your customer service expertise to help individuals and families dream, save, and achieve.
Our growing Customer Contact Center is seeking Customer Service Associates with a proven track record of delivering exceptional customer service to work directly with our current and prospective customers. The anticipated start date for this role is mid-January 2027. Following completion of the on-site training program, the Customer Service Associates will work Monday through Friday, from 9:00 AM to 6:00 PM (Hybrid Schedule: two days onsite). During high-volume times of the year, extended hours may be required to accommodate the needs of the Agency.
What You’ll Do
• Help our customers and prospective customers navigate the college and disability savings processes via phone, email, chat as well as provide occasional in-person assistance
• Assist with online access, applications and account set up, payments, and distributions of funds
• Assist individuals and families with accessing ABLEnow savings for qualified disability expenses, utilizing Invest529 funds for qualified expenses, and calculating Prepaid529 contract payout estimates for qualified higher education expenses
• Process account updates at the request of customers
What We’re Looking For
• Three years’ experience in an office setting providing customer service; an equivalent combination of education and experience may be considered
• Contact center experience in a finance field is a plus
• Bilingual with fluency in English and Spanish is a plus
• Patience, friendliness, and a desire to help people realize their financial dreams
• Excellent customer service and relationship-building skills
• Ability to understand, retain, and accurately communicate complex financial products and program descriptions
• Proficiency using Microsoft Office software
Why Join Us?
In this position, you will play an important role in helping customers prepare for some of life's most important goals and milestones. This is an opportunity to combine your passion for customer service with mission-driven work that helps individuals and families turn their aspirations into future success.
Work Environment
This position will work onsite in our North Chesterfield, VA office five days a week until fully onboarded and then may transition to a hybrid schedule, with a few days per week onsite.
This role spends considerable time in a sitting, stationary position. Essential functions of this job include operating a computer and phone, typing and constantly communicating with customers on the phone and in writing.
Benefits
• Generous healthcare benefits with multiple plans to choose from
• Defined benefit and contribution retirement plans with cash match
• 12+ holidays
• PTO – new employees earn 25 days/full year
• Tuition reimbursement
• Agency-paid continuing education
• 529 match program
• Relaxed work environment
Special Instructions
You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position.
It is the practice of Commonwealth Savers to conduct in-depth background checks on all candidates identified as a finalist for employment consideration. The type of background checks performed are dependent upon the type of position for which you have been identified as a finalist and may include: reference checks, criminal history including sexual offender registry checks, and degree validation. The results of background checks are made available to Commonwealth Savers employing officials. You will be requested to sign a reference release form, so your past schools and/or employers may be contacted concerning your academic or employment history.
Contact Information
Name: Alicia Diggs
Email: HR@commonwealthsavers.com
In support of the Commonwealth’s commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at 800-552-5019.
Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.