Remote Positions - Contract to Hire
Financial services, wealth management, banking, brokerage operations, client onboarding, account transitions, document processing, project coordination, implementation support, conversion management, compliance operations, vendor management or light basic technical support candidate openings.
The ideal candidate is proactive, highly organized, and comfortable coordinating multiple moving parts simultaneously while ensuring critical client communications, operational initiatives, and conversion activities are completed accurately and efficiently.
Qualifications:
1+ year of experience in customer services, client services, operations, store management, financial services, fraud services, data entry, office coordination, documentation management, or a related field. Strong organizational and exceptional attention to detail.
FOCUS: These positions are key contact roles between internal business partners, external vendors, and system partners to ensure client communications, documentation requests, and conversion-related activities are completed accurately and on schedule.
Tech Support: basic password reset, clearing browser/caches, phone etiquette
Client Support: basic customer service representative skills, phone etiquette
Required Qualifications
- Strong customer service and communication skills.
- Ability to build rapport and maintain a positive demeanor during phone interactions.
- Demonstrated ability to ask questions, probe for information, and diagnose problems logically.
- Basic technical troubleshooting experience or aptitude.
- Ability to learn proprietary systems and technology quickly.
- Strong problem-solving and critical-thinking skills.
- Ability to manage a high-volume inbound call environment.
- Flexibility to work schedules based on business needs.
- Previous experience in a help desk, technical support, call center, customer service, or similar environment.
- Experience troubleshooting Windows, browsers, email, or Microsoft 365.
- Financial services or experience supporting financial advisors is a plus, but not required.
- Technical certifications are a plus, but not required.
- Degree or equivalent professional experience is preferred but not required.
Estimated Min Rate: $16.80
Estimated Max Rate: $24.00
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
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