Job Description

Payroll Title:
BFS - Student Financial Soluti
Hiring Salary Range
43,900 - $55,900 / Year
Appointment Type:
Appointment Percent:
Total Openings:
Work Schedule:
8 hrs/day, Mon-Fri

#119972 Student Account Advisor

Extended Deadline: Fri 2/3/2023

UC San Diego values equity, diversity, and inclusion. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply.

For the safety and well-being of the entire university community, the University of California requires, with few exceptions, that all students, faculty and staff be vaccinated against the COVID-19 virus and influenza before they will be allowed on campus or in a facility or office. For more information visit: Flu Vaccine Mandate / COVID Vaccine Policy

UCSD Layoff from Career Appointment: Apply by 11/14/2022 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.

Special Selection Applicants: Apply by 11/22/2022. Eligible Special Selection clients should contact their Disability Counselor for assistance.

This position will remain open until filled.

The "WHY"

This is an exceptional opportunity to do innovative work that means more to you and those we serve at UC San Diego. Recognized as one of the top 15 research universities worldwide, our culture of collaboration sparks discoveries that advance society and drive economic impact. Best practices and best people at the best place to work! Our candidates come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our organization thrive!

Our organizational core values (People First, Innovation, Integrity, Excellence, Accountability) define the culture at Business & Financial Services and push us to be our best. We’re excited to grow our team and learn from people that want to make a difference. If you love what you do and comfortable with designing for the future, we encourage you to consider joining our progressive organization. We recognize that candidates come with a wealth of experience and talent beyond just the technical requirements of the job. Diversity of experience and skills combined with passion is the key to innovation and excellence. To do great, we have to be great. Our organization places particular emphasis on equity, diversity, and inclusion incorporating exit interview feedback to enhance retention efforts and advance issues affecting the overall staff experience. If you're a team player with bold ideas and execution, now is the right time to connect!


Incumbent serves as Student Account Advisor within Student Financial Solutions (SFS) - a multi-divisional unit of Business and Financial Services (BFS). SFS serves as the central point of contact for student inquiries related to billing, payments, refunds, scholarships, campus ID card, loans, student accounts, and general information related to campus partners such as Financial Aid, Housing, and Registrar. SFS handles over 40K inquiries annually.

The Student Account Advisor delivers front line counseling and direct client support to students, parents, and campus partners via a customer relationship management (CRM) platform, a cloud call center, and in-person. This position provides holistic information and services related to billing, financial aid refunds, direct deposit, scholarships, private loan checks ($50M annually), payment plan, and other student account areas. Incumbent independently troubleshoots and resolves complex issues that may intersect with several departments. Serves in work lead capacity for student employees and in back-up capacity for other team members. Participates in coordinating the design and delivery training for new and temporary staff and student employees. Recommends ongoing process improvement and fully participates in initiatives aimed at improving the student experience. To review the full job description for this position, please visit

You are encouraged to review additional information about our organization at:

Student Financial Services

About UCSD


Our employees enjoy competitive compensation packages and educational opportunities in a diverse, stimulating workforce.

This position is also eligible for full:
1) Health/Dental/Vision Insurance
2) Vacation/Holidays
3) Life Insurance
4) UC retirement Plan

NOTE: Salary placement is determined by the top candidate’s overall qualifications/relevant experience, market data and internal equity.


  • Working knowledge of financial processes, policies and procedures.

  • Strong knowledge of financial data management and reporting systems. Ability to use varied computer interface systems and software programs; comprehensive knowledge of sophisticated billing system.

  • Proficient in Microsoft applications including Word, Excel, Access or similar software related to problem solving and systems development.

  • Strong customer service, interpersonal, analytical skills, and effective verbal and written communication skills. Demonstrated ability to facilitate communication with a diverse student population, parents, faculty and staff.

  • Proven skills to provide coaching and mentoring to support staff.

  • Demonstrated experience in working with financial ledgers, performing fund reconciliation and meeting required federal and state requirements.

  • Demonstrated experience in counseling including the ability to manage and resolve conflict situations and the ability to maintain impartiality and composure when confronted by hostility or indifference.

  • Ability to analyze data to provide statistical analysis and recommendations for process improvement; including the ability to present related results to management.

  • Working knowledge of generally accepted accounting, fiscal and reporting principles. Demonstrated in-depth knowledge of accounting principles theory and practice.

  • Demonstrated experience working with a Customer Relationship Management tool/software. e.g. Salesforce, Service Now, etc, and cloud call center solutions..


  • Job offer is contingent upon satisfactory clearance based on Background Check results.

  • Occasional evenings and weekends may be required.

  • Overtime may be required.

Pay Transparency Act Full Salary Range: $43,900 - $91,900 Annually

The University of California, San Diego is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University reasonably expects to pay for this position defined as the Expected Pay Scale. Placement within the Expected Pay Scale is determined by internal equity, relevant qualifications, and collective bargaining agreements (when applicable).

Job offer is contingent on successful engagement in the UC COVID-19 Vaccination program (fully vaccinated with documented proof or approved exception/deferral).

To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit UC San Diego Principles of Community.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity or sexual orientation. For the complete University of California nondiscrimination and affirmative action policy see:

UC San Diego is a smoke and tobacco free environment. Please visit for more information.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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