Client Service Associate

Job Description

Job Description

Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role provides comprehensive training, career development opportunities, and the chance to support financial professionals and investors while building a strong foundation in financial services.

This is an excellent entry point for recent graduates or professionals with customer service experience who are interested in growing their career within a stable and rapidly evolving industry.

Location:  Arizona (Remote, except for training)
Type:  Contract (potential for conversion)
Pay: $17-20/hour (DOE)

Key Responsibilities

Following the completion of training, you will serve as a primary point of contact for financial professionals and investors, handling approximately 25-30 inbound interactions per day.

Responsibilities include:

• Delivering exceptional customer service across every interaction
• Responding to account-related inquiries and service requests
• Assisting with financial transactions and account maintenance activities
• Researching and resolving complex customer issues
• Navigating multiple systems and databases to provide accurate information
• Documenting customer interactions and service resolutions
• Collaborating with internal teams to ensure timely issue resolution
• Building strong relationships through professionalism, empathy, and effective communication

Qualifications Required

• Bachelor's degree or equivalent combination of education and experience
• 0-2+ years of customer service, client support, call center, hospitality, retail, banking, or other service-focused experience
• Strong verbal and written communication skills
• Excellent problem-solving and critical thinking abilities
• Ability to multitask and navigate multiple computer applications simultaneously
• Strong attention to detail and organizational skills
• Customer-focused mindset with a high level of empathy and professionalism
• Ability to work effectively within a team environment

Preferred

• Interest in building a career in financial services
• Exposure to banking, finance, investments, insurance, or related industries
• Securities Industry Essentials (SIE) certification or willingness to pursue industry licensing in the future

Estimated Min Rate : $14.00
Estimated Max Rate : $20.00

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 include:

• 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

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 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 -with-disabilities 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: -notice

Stay Safe During Your Job Search
Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

\nCompany Description

Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at

Company Description

Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at