Client Support Associate

Yoh; Florida; Remote; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh is seeking a remote customer support specialist to assist financial advisors and investors with account inquiries. After training, you will handle 30–50+ inbound calls daily in a fast-paced, scheduled environment.

We require 2+ years of client-facing experience and a bachelor’s degree or equivalent. Training starts Dec 15, 2026, with shifts between 8:00 AM and 8:00 PM ET; four 10-hour days or five 8-hour days may be required. Eligible benefits are included.

Qualifications

• 2+ years of client-facing or service experience.
• Bachelor’s degree or equivalent education and experience.
• Call-center or banking experience helpful, but prior financial-services experience is not required.

Responsibilities

• Assist callers with money movement, new accounts, or account transfers.
• Research inquiries, navigate multiple systems, and resolve issues accurately.
• Deliver professional service while meeting assigned call and attendance expectations.

Skills

Communication

Customer service

Problem solving

Computers

Education

Bachelor’s degree or equivalent

Job description

ABOUT THIS ROLE:

40 hours weekly

Remote Position/Work From Home

Heavy Call Inbound Volume

Join a financial-services customer support team assisting financial advisors and investors with account inquiries and transactions. After structured training, you will manage approximately 30–50+ inbound calls per day in a fast-paced, scheduled phone environment. Candidates must be comfortable with a high-volume, phone-focused role and a consistent assigned schedule.

SCHEDULE & TRAINING

Class Training begins December 15, 2026 typically 9:00 AM–5:30 PM, including the holiday period; time off is very limited.

Assigned shift between 8:00 AM and 8:00 PM Eastern; schedules may be four 10-hour days or five 8-hour days based on business needs.

WHAT YOU WILL DO

• Assist callers with money movement, new accounts, or account transfers.
• Research inquiries, navigate multiple systems, and resolve issues accurately.
• Deliver professional service while meeting assigned call and attendance expectations.

WHAT WE ARE LOOKING FOR

• Strong communication, customer service, problem-solving, and computer skills.
• 2+ years of client-facing or service experience; bachelor’s degree or equivalent education and experience.
• Call-center or banking experience helpful, but prior financial-services experience is not required

Estimated Min Rate: $23.90

Estimated Max Rate: $28.00

What’s In It for You?

• 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.

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, please see our Candidate Privacy Notice:https://www.yoh.com/privacy-notice