Please Note: Candidates advancing in the process will be required to complete a short Spark Hire video interview (approximately 5 questions) before formal submission to the hiring team.
- $20-25/hr. max hourly rate
- You must be able to support working a regularly schedule shift anytime between the
hours of 8am EST and 8pm EST Monday-Friday.- Shifts could be 4 day weeks, 10 hour days (4-10s) or
- 5 day weeks, 8 hour days, to be assigned by business need.
What You Will Be Doing
Following a comprehensive training program that includes hands-on coaching, guided practice, and exposure to our clients, systems, and products, you'll join a team dedicated to delivering exceptional service to our advisors and their investors.
In this role, you will:
- Serve as a primary point of contact for advisors and investors, handling a variety of inquiries and financial service requests.
- Deliver a world-class client experience with every interaction, demonstrating professionalism, empathy, and a client-first mindset.
- Resolve questions and issues in real time by leveraging strong problem-solving and critical-thinking skills.
- Research account information and navigate multiple systems to provide accurate and timely solutions.
- Support a range of client needs, from routine account inquiries to more complex financial transactions.
- Collaborate with colleagues and internal business partners to ensure efficient and effective issue resolution.
- Continuously build your knowledge of financial services, products, and processes to better support our clients
- You thrive in a fast-paced, team-oriented environment and are passionate about delivering exceptional client service.
- Bachelor's degree or an equivalent combination of education and experience.
- 0-2+ years of experience in a client-facing or service-oriented role.
- Strong communicator with excellent verbal and written communication skills.
- Empathetic, customer-focused, and genuinely enjoy helping people.
- Strong problem-solving skills, take initiative, and demonstrate a high level of ownership and accountability.
- Detail-oriented and able to effectively manage multiple priorities.
- Comfortable using technology and can navigate multiple systems simultaneously.
- Naturally curious, eager to learn, and committed to continuous growth and development.
- Experience or education in financial services and/or a Securities Industry Essentials (SIE) certification is a plus.
Recruiter: Holly Cipparuolo
Estimated Min Rate: $20.00
Estimated Max Rate: $25.00
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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Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.
