Financial Customer Service Associate (HYBRID)

Yoh, A Day & Zimmermann Company is seeking a Financial Customer Service Associate to join their team in Austin, TX. The role involves providing exceptional service to advisors and investors, handling inbound contacts, and ensuring client satisfaction through effective problem-solving and collaboration.

Responsibilities:

• You will play a vital role in providing exceptional service to our advisors and investors
• 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

Requirements:

• 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
• 1+ years in a client-facing, service-oriented role, ideally in a team-based environment
• 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
• Exceptional verbal and written communication skills
• Experience in or education about the financial services industry
• Bachelor's degree is preferred
• Registration: Securities Industry Essentials (SIE) is a plus