Note: The job is a remote job and is open to candidates in USA. Yoh, a Day & Zimmermann Company, is hiring Client Service Representatives to support a growing financial services firm. The role serves as a primary contact for financial advisors and clients, handling account inquiries, transactions, money movement, transfers, and service requests while providing accurate and professional assistance.
Responsibilities
- 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
Skills
- REMOTE, MUST BE LOCAL
- 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
- Applicants must be authorized to work in the US
- Experience in financial services, banking, call center, client service, or operations is a plus
Benefits
- Fully remote after onsite training day one
- 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
- Medical, prescription, dental, and vision coverage (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- 401(k) with immediate eligibility
- Life and disability insurance (for employees working 20+ hours per week)
- Employee Assistance Program (EAP)
- Commuter accounts
- Gym discounts
- MetLife Voluntary Benefits
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Company Overview