CAREER PORTAL

Client Service Associate

Primary role responsibilities include but are not limited to:
 
Answer phones, schedule appointments, and prepare materials for client meetings Keep client management systems up-to-date with client information Assist with information and documentation requirements for new accounts, transfers, and more Accurately input data in financial planning software Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
 
 
Requirements:
 
Organized with a strong attention to detail and problem-solving abilities Effective oral and written communication; able to explain complex information clearly and simply Time management skills with the ability to handle multiple projects and deadlines Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Ability to analyze and research information Self-motivated, driven and takes initiative Prior customer service experience Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications



Estimated Min Rate: $21.00
Estimated Max Rate: $32.00


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.