Note: The job is a remote job and is open to candidates in USA. XYPN is a turnkey advice and planning platform that supports fee-only financial advisors in building independent firms. The Client Service Specialist will provide high-quality operational support to financial advisors, ensuring timely responses and effective communication while managing service requests end-to-end.
Responsibilities
- Respond to advisor service requests through our ticketing system and phone in a timely, professional manner
- Own service requests through to completion, ensuring clear communication and proactive follow-up
- Coordinate with custodians to resolve NIGOs, facilitate fund transfers, and track requests to resolution
- Accurately complete paperwork, forms, and Docusign envelopes with a high degree of attention to detail
- Prepare and send client agreements and support advisor onboarding activities, ensuring accuracy, clarity, and timely follow-through
- Work assigned tickets independently while collaborating with teammates to move shared or related items across the finish line
- Maintain clear visibility into work status using internal tools and systems
- Support team success by helping unblock work when priorities shift or capacity is constrained
- Follow prioritization guidance and service standards set by the Client Service Manager
- Ensure service work is completed accurately, thoroughly, and in alignment with documented processes
- Identify patterns, recurring issues, or process gaps and surface them to the Client Service Manager
- Contribute ideas that improve efficiency, clarity, or advisor experience
- Participate in team training and coaching to continue building technical and operational skills
Skills
- 1+ years of experience in customer service or operational support
- 1+ years of experience in financial services
- Strong attention to detail and pride in producing accurate, high-quality work
- Clear written and verbal communication skills
- Comfort working across multiple systems and learning new tools quickly
- Strong organizational skills and the ability to manage multiple open work items
- A collaborative mindset and willingness to ask questions, seek feedback, and learn
- Comfort with both routine work and changing priorities in a fast-paced environment
- Prior experience working in an RIA, TAMP, or broker-dealer environment
- Experience working with Charles Schwab or other custodians
- Orion experience
Benefits
- 100%- employer-funded Employee Stock Ownership Plan (ESOP)
- Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
- 9 paid holidays (we offer flexible holidays!)
- 401(k) with match; you put in 6%, and we put in 4.5%.
- 12 weeks paid parental leave for the birth or adoption of a child.
- Health insurance w/ employer contribution.
- Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
- Pet insurance availability
- Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
- Employer-paid Life and AD&D insurance.
- Employer-paid Long Term Disability coverage.
- Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
- $2000/year (prorated by start date) to put towards professional development
- $250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
- $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
- A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
- Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
- Various Gym discounts
- Company-owned laptop computer provided (Apple Products).
Company Overview
- XYPN is the advisor support platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams It was founded in 2014, and is headquartered in Bozeman, Montana, USA, with a workforce of 51-200 employees. Its website is https://www.xyplanningnetwork.com.