Note: The job is a remote job and is open to candidates in USA. Yoh, a Day & Zimmermann Company, is hiring a Technical Customer Support Specialist to join the advisor technology support team of a financial services firm. The role provides first-level technical support to financial advisors through inbound calls, troubleshooting proprietary systems, browsers, email, Windows, and Microsoft 365 while delivering strong customer service. The position is onsite during training and fully remote afterward.
Responsibilities
- Provide first-level technology support to financial advisors via inbound phone calls, handling 30-50 contacts daily
- Troubleshoot access and navigation issues involving proprietary systems, browsers, email, and Microsoft 365
- Ask effective probing questions to understand the advisor's issue and walk them through solutions step by step
- Provide support for Microsoft Outlook and email configuration on desktop and mobile devices
- Build rapport with advisors and maintain a patient, professional, and service-oriented approach on every call
- Work toward first-call resolution whenever possible
- Document and communicate issues clearly while maintaining efficiency between calls
- Learn and apply procedures for proprietary systems through structured training
Skills
- • Strong customer service and communication skills with the ability to handle frustrated customers professionally
- • Basic technical troubleshooting experience or aptitude, including browsers, Windows, email, and Microsoft 365
- • Comfort working in a high-volume inbound phone environment
- • Strong probing and problem-solving skills, ability to diagnose issues logically
- • Ability to learn new technology and proprietary systems quickly
- • Reliable, dependable, and genuinely looking for a long-term career opportunity
- • Flexibility to work shifts between 8:00 AM and 8:00 PM EST, Monday through Friday
- • Previous help desk, technical support, call center, or customer service experience
- • Experience troubleshooting Windows, browsers, email, or Microsoft Office 365
- This is a W2 contract. We are unable to offer C2C or visa sponsorship. Applicants must be authorized to work in the US
- • Financial services or advisor support experience is a plus but not required
- • Technical certifications (CompTIA A+, MOS, MCP, SIE) are a plus but not required
Benefits
- Fully remote after onsite training
- 12-month contract with strong potential to convert to a permanent full-time role
- Company that promotes from within and invests in its people from day one
- 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
Company Overview