Client Service Associate

Yoh Services LLC; Fort Mill (SC); On-site; USD 19,286 - 27,552; Part time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account

Life & Disability Insurance

401(k) Retirement Savings Plan

Direct Deposit & weekly ePayroll

Referral Bonus Programs

Certification and training opportunit\

Certification and training programs

Job summary

Yoh, a Day & Zimmermann company, is seeking a Client Service Associate for a 12+ month contract in Fort Mill, SC. You will serve as the first point of contact for advisors and investors, handling inbound inquiries and complex transactions after training.

You will join a team focused on delivering client-centric service, collaborating with internal groups to resolve issues efficiently and maintain high satisfaction across financial services clients.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• 0–2+ years in a client-facing, service-oriented role.
• Empathy, problem solving, initiative, ownership, attention to detail and computer/customer-service software.
• Excellent verbal and written communication skills.
• SIE registration is a plus.
• Desirable: experience or education in the financial services industry.

Responsibilities

• Deliver world-class service as the first point of contact.
• Use critical thinking to resolve issues and ensure client satisfaction.
• Research databases to provide accurate solutions.
• Collaborate with internal teams to resolve issues efficiently.

Skills

Empathy

Problem solving

Communication

Team player

Computer skills

Education

Bachelor’s degree or equivalent

SIE (desirable)

Tools

CRM software

Databases

Job description

Client Service Associate

12+ month contract
Fort Mill, SC

Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. You will receive extensive training, hands‑on coaching, and then serve as the first point of contact for advisors and their investors, handling 25‑30 inbound contacts daily ranging from simple inquiries to complex financial transactions.

What You’ll Do

Upon completing training, you will be onboarded to a team where you will:

• Deliver world‑class service, embodying client‑centric values.
• Use critical thinking to solve issues in real time and ensure client satisfaction.
• Research and navigate databases to provide accurate solutions.
• Collaborate with internal teams to achieve efficient and effective resolutions.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent education and experience.
• 0‑2+ years in a client‑facing, service‑oriented role, ideally within a team environment.
• Strong empathy, problem‑solving abilities, initiative, ownership, attention to detail, and proficiency with computers and customer‑service software.
• Exceptional verbal and written communication skills.
• Desirable: experience or education in the financial services industry.
• Registration: Securities Industry Essentials (SIE) is a plus.

Work Schedule & Location

Shifts are scheduled between 8 am EST and 8 pm EST, Monday‑Friday. Possible schedules include 4‑day weeks, 10‑hour days, or 5‑day weeks. The role is hybrid; after training you will work part time at home and part time at the office.

Compensation

Estimated Min Rate: $14.00
Estimated Max Rate: $20.00

Benefits

• Medical, Prescription, Dental & Vision Benefits (20+ hrs/week)
• Health Savings Account (20+ hrs/week)
• Life & Disability Insurance (20+ hrs/week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401(k) Retirement Savings Plan
• Direct Deposit & weekly ePayroll
• Referral Bonus Programs
• Certification and training opportunities

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. For Massachusetts applicants, it is unlawful to require or administer a lie detector test as a condition of employment.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice.