Client Service Associate

Yoh, A Day & Zimmermann Company; Tempe (AZ); Hybrid; USD 19,000 - 32,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account

Life & Disability Insurance

MetLife Voluntary Benefits

Employee Assistance Program

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh, a Day & Zimmermann Company, is hiring a Financial Service Professional in Tempe, AZ for a 12+ month contract. The role centers on delivering exceptional client experiences to advisors and investors, beginning with an extensive training program and onboarding to a hybrid work environment.

Ideal candidates hold a bachelor’s degree or equivalent education, 0–2+ years in client‑facing roles, and possess empathy, problem‑solving, and strong communication skills. SIE is a plus.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent education and experience.
• 0-2+ years in a client‑facing, service‑oriented role, ideally in a team‑based environment.
• Securities Industry Essentials (SIE) is a plus.
• High empathy and a passion for helping people, strong problem‑solving abilities with an initiative‑taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously.

Responsibilities

• Provide exceptional service to advisors and investors with a training-based onboarding
• Serve as first point of contact for Advisors and Investors, handling 25–30 inbound contacts daily
• Deliver world‑class service, solve problems, and advise clients in real time
• Research and navigate databases to provide accurate solutions for clients
• Collaborate with internal teams to ensure efficient resolutions and maintain a team‑oriented approach

Skills

Empathy

Problem solving

Communication

Education

Bachelor’s degree or equivalent education and experience

Tools

Customer service software

Job description

Client Service Associate
12+ month contract
Tempe, AZAre you ready to kickstart your career in Financial Services, one of the most dynamic and fast‑growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. "We take care of our advisors, so they can take care of their clients."

What You'll Do:

As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like: Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands‑on coaching and support as well as guided on‑the‑job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Our Financial Service Professionals spend their days on a dynamic set of activities including:

World‑Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client‑centric values.

Problem Solve & Advise: Utilize your critical thinking to resolve issues in real‑time, ensuring client satisfaction and fostering strong relationships.

Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team‑oriented approach.

What Were Looking For:

We are seeking strong collaborators who excel in a fast‑paced, team environment, are passionate about client service, and are interested in building a career in Financial Services.

Ideal candidates will have:
Bachelor’s degree from an accredited institution or equivalent education and experience.
Registration: Securities Industry Essentials (SIE) is a plus.
Experience: 0-2+ years in a client‑facing, service‑oriented role, ideally in a team‑based environment.
Core Skills: High empathy and a passion for helping people, strong problem‑solving abilities with an initiative‑taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
Communication: Exceptional verbal and written communication skills.
Desirable: Experience in or education about the financial services industry.

Work Schedule and Locations:

Work Schedules: We offer a variety of schedules designed to meet our customers needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and 8pm EST Monday‑Friday. Shifts could be 4 day weeks, 10 hour days (4‑10s) or 5 day weeks, 8 hour days. This will be assigned by business need.

Location: The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office to take full advantage of in‑person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office. Your schedule will depend on the business needs and requirements of your assigned team.

Estimated Min Rate: $14.00

Estimated Max Rate: $23.00

What's In It for You:

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

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 for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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