Remote Client Service Specialist - Financial Services

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

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.