Client Customer Service Specialist

Client Documentation & Transition Specialist / Client Customer Service Specialist Financial services, wealth management, banking, brokerage operations, client onboarding, account transitions, document processing, project coordination, implementation support, conversion management, compliance operations, or vendor management candidates needed. Qualifications The ideal candidate is proactive, highly organized, and comfortable coordinating multiple moving parts simultaneously while ensuring critical client communications, operational initiatives, and conversion activities are completed accurately and efficiently. 1+ years of experience in customer services, client services, financial services, operations, project coordination, documentation management, or a related field. Strong organizational and exceptional attention to detail. Focus We are seeking a Client Documentation & Transition Specialist to support institution conversions, client communications, repapering activities, and operational project initiatives within a financial services environment. Responsibilities Manage client communication mailings related to institution conversions, account transitions, repapering initiatives, and negative consent letter campaigns. Coordinate the creation and distribution of client mailing packages, including letters, inserts, data files, and supporting documentation. Obtain necessary approvals for mailing components and provide finalized materials to print vendors for production. Review and approve electronic and physical proofs to ensure accuracy before distribution. Track and assist with resolving undeliverable client communications when necessary. Complete and submit formal document requests supporting conversion and de-conversion projects. Partner with internal stakeholders to log, track, and manage work requests submitted to third‑party system vendors. Serve as the primary point of contact throughout the lifecycle of assigned vendor work requests. Facilitate review and approval of vendor estimates, project requirements, and deliverables. Coordinate testing activities associated with system updates, conversions, department initiatives, and regulatory projects. Work closely with internal teams and vendors to troubleshoot, escalate, and resolve issues impacting project deliverables. Maintain accurate project documentation, status tracking, approvals, and communication records. Support operational initiatives, regulatory requests, and special projects as assigned. Estimated Min Rate : $14.00 Estimated Max Rate : $20.00 What’s In It for You? 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 All qualified applicants are welcome to apply. Equal Opportunity Employer 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 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: #J-18808-Ljbffr