Financial Service Professional; Core
Listed on 2026-08-27
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Call Center / Support
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***
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.
- 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
- 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
We keep our process straightforward and move quickly:
, including mandatory onsite training before the role transitions to hybrid/remote eligibility
- 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.
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.
- 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).