XYPN ยท 1 day ago
Customer Service Specialist
United States
Full-time
Hybrid
Entry Level
$59K/yr - $75K/yr
1+ years expXYPN is a turnkey advice and planning platform dedicated to helping fee-only financial advisors build independent firms. The Client Service Specialist will provide operational support to financial advisors, ensuring timely and accurate service execution while collaborating with team members to enhance advisor experience.
AdviceFinanceFinancial Services
Hiring Manager
Jade Deliso
Responsibilities
Respond to advisor service requests through our ticketing system (HelpScout) 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
Qualification
Required
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
Preferred
Prior experience working in an RIA, TAMP, or broker-dealer environment
Experience working with Charles Schwab or other custodians
Working knowledge of Orion
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
XYPN
XYPN is the advisor support platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Kitces
Co-Founder
Recent News
Connect Money
2025-05-28
Company data provided by crunchbase