Client Service Specialist - Financial Advisory

Yoh; Augusta (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

Yoh is seeking a Financial Client Service Associate to support advisors and clients with day-to-day service, scheduling, and account maintenance in a client-facing role.

The ideal candidate will be organized, detail-oriented, and professional, comfortable managing multiple priorities, and able to navigate CRM and MS Office with confidence. This on-site position requires strong communication and problem-solving skills to maintain excellent client service.

Qualifications

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Ability to quickly learn and navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.

Responsibilities

• Build and maintain strong relationships with clients via phone, email, and in-person interactions.
• Assist advisors with scheduling, preparing materials, organizing client meetings, and post-meeting follow-up.
• Handle account servicing: new account setup, transfers, beneficiary updates, distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current in internal CRM and account systems.
• Follow FINRA and SEC procedures while maintaining confidentiality of client information.
• Communicate with custodians, investment providers, and external partners to facilitate transactions.
• Support branch administration: documents, mail, client events, newsletters or digital communications.
• Identify opportunities to improve processes and client service.

Skills

On-site work

Attention to detail

Written & verbal communication

MS Office

CRM proficiency

Problem solving

Tools

CRM software

Microsoft Office

Job description

Yoh is seeking a Financial Client Service Associate to support advisors and clients with day-to-day service, scheduling, and account maintenance in a client-facing role.

The ideal candidate will be organized, detail-oriented, and professional, comfortable managing multiple priorities, and able to navigate CRM and MS Office with confidence. This on-site position requires strong communication and problem-solving skills to maintain excellent client service.