Remote Client Support Specialist - Financial Services

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

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.