Client-Facing Operations Specialist; Hybrid
Listed on 2026-10-19
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Business
IT Specialist, Data Analyst -
IT/Tech
IT Specialist, Data Analyst
Yoh, a Day & Zimmermann company, is seeking an Operations Specialist for a 6+ month contract in San Diego, hybrid. You will support our phone queue and provide subject matter expertise on department technologies, policies, practices, and initiatives to create transparency for clients.
Responsibilities include communicating with Financial Advisors/Professionals by phone up to 90% of the day, researching complex situations, setting client expectations, educating clients on tool usage, and ensuring
This role is for the Client-Facing Operations Specialist (Hybrid, San Diego) role at Yoh,-A-Day-.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Facing Operations Specialist (Hybrid, San Diego) role in the description above.
We appreciate your interest in this position.
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