Operations Specialist

Yoh Services LLC; San Diego (CA); Hybrid; USD 24,000 - 34,000; Full time

Benefits offered by this job

Medical Benefits

HSA

Life Insurance

401K Plan

Direct Deposit

Referral Bonus

Training Opportunities

Job summary

Yoh is seeking an Operations Specialist in San Diego, CA for a 6+ month contract with hybrid work. The role focuses on supporting the phone queue and delivering expert knowledge on department policies, procedures, and technology to clients, including financial advisors and professionals.

You will handle inquiries, set expectations, and ensure compliant, timely service delivery. The ideal candidate communicates clearly, resolves complex issues efficiently, and remains current with policy changes

Qualifications

• Communicate with clients by phone to resolve inquiries and set expectations.
• Educate clients on department technology to monitor and service needs.
• Adhere to compliance and risk procedures while prioritizing investors’ interests.

Responsibilities

• Communicating directly with our clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day.
• Research complex situations, set client expectations, and define actions to resolve inquiries.
• Provide accurate and timely information regarding high-risk Corporate Action events to ensure successful client utilization of the Corporate Action Tool.
• Complete operational tasks including data input and request processing.
• Actively participate in training to stay current with policies and procedures.
• Drive customer experience to high levels of satisfaction by upholding corporate values.

Job description

Operations Specialist

6+ month contract

San Diego, CA (Hybrid)

Operations Specialist supporting our team in our phone queue is expected to provide subject matter expertise on department technologies, policies, practices and initiatives to create transparency, understanding and expectations for our clients.

Topics covered may include, but are not limited to, reorganizations, dividends, ESOPs, Restricted Securities, money markets and insured cash accounts.

Responsibilities:

• Communicating directly with our clients (Financial Advisors/Professionals) by phone for up to 90 percent of your day.
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
• Educate clients on the use of Corporate Action department specific technology to monitor, maintain, and service their operational needs
• Provide accurate and timely information regarding high-risk Corporate Action events to ensure successful client utilization of the Corporate Action Tool.
• Communicate operational and financial industry policies and procedures
• Assume ownership of inquiries and see them through to a timely resolution
• Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest
• Complete operational tasks including data input and request processing.
• Communicate with internal colleagues within the department to ensure we meet our clients expectations for accurate and timely service delivery
• Actively participate in training to remain current with operational policies and procedures
• Drive customer experience to high levels of satisfaction by adhering to our corporate values

Estimated Min Rate: $17.50

Estimated Max Rate: $25.00

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

Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.