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Financial Service Professional; Core

Job in Fort Mill, York County, South Carolina, 29715, USA
Listing for: Yoh Services LLC
Full Time position
Listed on 2026-08-27
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Call Center / Support
Salary/Wage Range or Industry Benchmark: 18 - 23 USD Hourly USD 18.00 23.00 HOUR
Job Description & How to Apply Below
Position: Financial Service Professional (Core)

Job Title:

Client Service Representative

Location:

Fort Mill, SC (OR) Tempe, AZ

Pay: $18.00 - $23.00/hr (W2)

Type: 12 month contract with strong potential of conversion

Schedule:

Onsite training day one, then fully remote


**
* START DATE:

10/13***

About the Role

We are hiring Client Service Representatives to support one of the nation's largest independent financial services firms during a major period of growth. In this role, you will be the trusted point of contact for financial advisors and their clients, handling account questions, transactions, and service requests with professionalism, accuracy, and care. This is a fast-paced, people-first environment and a genuine foot in the door with a thriving, growing organization.

This position is available in Tempe, AZ.

What You Will Do
  • 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
What We Are Looking For
  • 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
  • Experience in financial services, banking, call center, client service, or operations is a plus
Hiring Process

We keep our process straightforward and move quickly:

  • Initial phone screen with our recruiting team to review your background and the role
  • Recorded video interview (Spark Hire) where you will answer a short set of questions on your own time, treat it like a real interview
  • Video interview with the client team
  • Offer and onboarding
    , including mandatory onsite training before the role transitions to hybrid/remote eligibility
  • Why Apply
    • Work with a leading, growing financial services firm
    • 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
    • FULL BENEFITS including medical, prescription, dental, and vision coverage, an HSA, a 401(k) with immediate eligibility, life and disability insurance, and added perks like an EAP, commuter accounts, gym discounts, and more.
    Additional Details

    This is a W2 contract opportunity. We are unable to provide C2C arrangements or visa sponsorship. Applicants must be authorized to work in the US.

    We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

    Estimated Min Rate

    $18.00

    Estimated Max Rate

    $23.00

    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
    • 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)
    • Met Life 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…

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