Financial Service Professional (Core)

Yoh, A Day & Zimmermann Company; Fort Mill (SC); Hybrid; USD 25,000 - 32,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

HSA

401K with immediate eligibility

Life and Disability Insurance

EAP

Job summary

Yoh, a Day & Zimmermann company, seeks a Client Service Representative to support financial advisors and clients via phone, email, and chat. The role handles account inquiries, money movements, and transactions in a fast-paced, professional environment.

Training starts onsite with transitions to remote work as you progress. The position is a 12-month contract with strong potential for conversion, offering full benefits and onboarding to a leading financial services firm.

Qualifications

• Strong customer service and communication skills.
• Ability to handle high-volume, fast-paced service environment.
• Excellent attention to detail and accuracy.
• Comfort learning new systems and technology.
• Reliable and eager to grow with the firm.
• Experience in financial services, banking, call center, client service, or operations is a plus.

Responsibilities

• Serve as first point of contact for advisors and clients via phone, email, and chat.
• Assist with account inquiries, money movement, transfers, and new account questions.
• Research and resolve issues using multiple systems.
• Document interactions and maintain accuracy.
• Deliver a professional, empathetic, solution-focused service.

Skills

Customer service

Communication

Attention to detail

Financial services experience

System learning

Reliability

Tools

CRM software

Banking systems

Job description

Job Title: Client Service Representative
Location: Fort Mill, SC (OR) Tempe, AZ
Pay: $18.00 - $23.00/hr (W2)
Type: 12 month contract with strong potential of conversion
Schedule: Onsite training day one, then fully remote
***START DATE: 10/13***

About the Role

We are hiring Client Service Representatives to support one of the nation's largest independent financial services firms during a major period of growth. In this role, you will be the trusted point of contact for financial advisors and their clients, handling account questions, transactions, and service requests with professionalism, accuracy, and care. This is a fast-paced, people-first environment and a genuine foot in the door with a thriving, growing organization.

This position is available in Tempe, AZ.

What You Will Do

• Serve as a first point of contact for advisors and clients via phone, email, and chat
• Assist with account inquiries, transactions, money movement, account transfers, and new account questions
• Research and resolve issues accurately, using multiple systems and tools
• Document interactions and maintain accuracy across every request
• Deliver a consistently professional, empathetic, and solution-focused experience

What We Are Looking For

• Strong customer service and communication skills, with patience and professionalism on every interaction
• Comfort in a high-volume, fast-paced service environment
• Strong attention to detail and accuracy
• Comfort learning new systems and technology
• Reliability and a genuine interest in growing with the firm
• Experience in financial services, banking, call center, client service, or operations is a plus

Hiring Process

We keep our process straightforward and move quickly:

• Initial phone screen with our recruiting team to review your background and the role
• Recorded video interview (SparkHire) where you will answer a short set of questions on your own time, treat it like a real interview
• Video interview with the client team
• Offer and onboarding, including mandatory onsite training before the role transitions to hybrid/remote eligibility

Why Apply

• Work with a leading, growing financial services firm
• Long-term contract with real potential to convert based on performance
• Clear path to build a lasting career
• Supportive training to set you up for success
• FULL BENEFITSincluding medical, prescription, dental & vision coverage, an HSA, a 401(k) with immediate eligibility, life and disability insurance, and added perks like an EAP, commuter accounts, gym discounts, and more.

Additional Details

This is a W2 contract opportunity. We are unable to provide C2C arrangements or visa sponsorship. Applicants must be authorized to work in the US.

We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

Estimated Min Rate

$18.00

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.

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