[Remote] Client Service Specialist

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