Operations Support Specialist needed for a contract opportunity with Yoh's client located in San Diego, CA.
Job DetailsOperations Support SpecialistDuration: 6+ Months
Pay Rate: $25 per hour.
Schedule: Hybrid Schedule - Open to locations Houston TX, San Diego, CA, or Syracuse, NY. This role is eligible for a hybrid schedule after training. (2-3 days in office per week).
Location: San Diego CA 92121
Hours: 8AM-5PM
Overview- Seeking an Operations Support Specialist with superb customer service skills.
- In this role, you will answer questions, resolve problems, and interpret polices, standards and procedures for financial professionals affiliated with our firm.
- Answer approximately 40-45 inbound calls from existing clients daily.
Duties & Responsibilities- Answer questions, solve problems and interpret policies, standards, and procedures to field force by licensing, collecting information, securing answers and reporting results to the inquiring party timely and professionally.
- Answer questions that cover a wide scope, including, questions about mutual funds, stocks, bonds, UITs, policy and procedures, complex questions concerning account history, and other general financial questions.
- Initiate outreach campaigns to financial professionals and gather feedback to improve service and internal processes, procedures, and programs.
- Occasionally process items including check requests, ACH requests, adding new accounts, fed fund wires, IRA distributions, updating accounts, entering service center requests, resetting passwords and other functions as required.
- Thoroughly investigate reports of deficient procedures/policies.
- Build knowledge of service products and services
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner.
Qualifications & Skills- High School Diploma required. Education preferred or equivalent work experience.
- 2+ years of call center, banking service center or help desk experience.
- Attention to Detail
- Strong interpersonal skills
- Follow-up skills and ability to organize work.
- Ability to prioritize multiple projects to meet deadlines
- Ability to enter data in company computer system while on calls.
- Preferred: 1+ years Independent Broker Dealer model and financial services industry experience
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 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.
