Client Service Associate

Client Service Associate

12+ month contract

Tempe, AZ

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams.

We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. We take care of our advisors, so they can take care of their clients.

As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like:
Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands‑on coaching and support as well as guided on‑the‑job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

World-Class Service:
You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client‑centric values.

Problem Solve & Advise:
Utilize your critical thinking to resolve issues in real‑time, ensuring client satisfaction and fostering strong relationships.

Research & Navigate:
Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

Collaborate & Innovate:
Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team‑oriented approach.

We are seeking strong collaborators who excel in a fast‑paced, team environment, are passionate about client service, and are interested in building a career in Financial Services.

• Bachelors degree from an accredited institution or equivalent education and experience.
• Registration:
  Securities Industry Essentials (SIE) is a plus.
• Experience:
  
  0-2+ years in a client‑facing, service‑oriented role, ideally in a team‑based environment.
• Core
  
  Skills:
  
  High empathy and a passion for helping people, strong problem‑solving abilities with an initiative‑taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
• Communication:
  Exceptional verbal and written communication skills.
• Desirable:
  Experience in or education about the financial services industry.

Work Schedules:
We offer a variety of schedules designed to meet our customers needs. Applicants 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. This will be assigned by business need.

Location:

The role is based in the office locations mentioned in the job description and follows our hybrid working model. Initially, you can expect to spend a significant amount of your training time in the office to take full advantage of in‑person learning and coaching. After training, you will transition to a hybrid schedule, working part of the week at home and part of the week in the office.

Your schedule will depend on the business needs and requirements of your assigned team.

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…