XYPN logo
XYPN

XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams with complete autonomy.

Client Service Specialist

Location

United States

Posted

102 days ago

Salary

$59K - $75K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Client Service Specialist

XYPN

About the role The Client Service Specialist is a frontline member of the Client Service team, responsible for delivering accurate, timely, and high-quality operational support to financial advisors across our TAMP and Sapphire platforms. This role focuses on execution, follow-through, and clear communication. Client Service Specialists work service requests end-to-end, collaborate closely with teammates, and escalate questions or complex issues to the Client Service Manager for guidance and coaching. We’re looking for someone who can approach each service request with an understanding of the advisor’s broader context and goals. While timely resolution is important, success in this role means helping advisors move their work forward, not simply completing individual tasks. XY Investment Solutions, LLC, DBA XYPN Sapphire, is an SEC-registered investment adviser offering two service models: a TAMP/sub-advisory platform and a corporate RIA affiliation model. Sapphire allows fee-only advisors to operate under our RIA while we provide compliance, investment, and operational support so they can focus on serving their clients. Where We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI. Please note: We are specifically looking for candidates that are willing to cover Pacific or Mountain Standard Time Zones. What you'll be doing 1. Advisor Support & Service Execution - 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. 2. Ticket Ownership & Team Collaboration - 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. 3. Quality, Accuracy & Continuous Improvement - 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. Measurables: - Number of tickets resolved fully - First response time The Deets: Start Date: Immediately Status: Full-time (40-45 hours per week, 8:00am-5:00pm coverage ) Location: Remote and/or Bozeman, MT. Coverage over Pacific & Mountain Standard Time. Overtime Status: Non-exempt (i.e., overtime eligible) Team: XYIS Reports To: Client Service Manager Direct reports: None Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events What you'll bring to the table: (If you think, “I only meet 80% of these qualifications,” still apply!) - 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 What would make us drool: - Prior experience working in an RIA, TAMP, or broker-dealer environment - Experience working with Charles Schwab or other custodians - Orion experience XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants Compensation & Benefits: - Salary: $59,000 - $ 75,000 - All team members at XYPN are owners! We offer a 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). XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.

Related Job Pages

More Client Services Representative Jobs

MeridianLink logo

Client Support Manager

MeridianLink

Connecting You to Better: MeridianLink is the developer of the industry's first multi-channel loan origination system.

Full TimeRemoteTeam 501-1,000Since 1998H1B Sponsor

• Oversee the day-to-day operations and overall performance of the Client Support team. • Set clear expectations and ensure team members meet individual and departmental goals. • Own annual functional goals and strategic planning for Client Support. • Establish and maintain a planning cadence to track progress against annual goals. • Own workforce planning for the function, including capacity modeling and staffing plans. • Maintain budget awareness and cost discipline. • Make data-driven business decisions by analyzing trends across volume, backlog, SLA performance, quality, CSAT, and customer health. • Support hiring, onboarding, training, coaching, and mentoring team members. • Plan and schedule team coverage to ensure timely response to incoming client requests. • Provide hands-on support as needed to help the team resolve incoming requests and issues. • Conduct performance and quality reviews. • Collaborate with internal teams, partners, and clients to resolve escalated and critical issues. • Own customer success outcomes beyond ticket resolution.

United States
$92.9K - $134.5K / year
Job Closed
UMB Financial Corporation logo

Commercial Service Specialist

UMB Financial Corporation

Since 1913, UMB Financial Corporation has provided banking, wealth management, and financial services for individuals, institutions, and businesses of all sizes

Commercial Service Specialist This role will support and manage the day-to-day operations and service of commercial banking clients. Including, but not limited to; servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client’s relationship to help deliver growth and opportunity by creating a trusting relationship. How you will spend your time: - Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs - Develop a relationship with the client proactively to identify solutions to problems and improve the client experience - Help to onboard new checking, savings, and CD accounts for clients - Understand the client’s expectations and needs to serve as the point person for all their banking needs - Respond with a sense of urgency to all internal and external client calls, questions and/or concerns - Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates - Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed and serve as liaison for client - Provide client point of contact for day-to-day banking needs, questions, research, etc. - Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution - Identify opportunities proactively for clients to self-serve We are excited to talk to you if you have: - High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services - Excellent professional verbal and written communication skills - Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests - Strong organizational skills - Attention to detail - Effective time management skills - Disciplined self-motivation - Resolution-based problem solving abilities - Ability to work independently as well as in team environments - Good interpersonal and networking skills to work with other internal areas Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

United States
$51.5K - $99.3K / year
Job Closed
Hire Overseas logo

Sales & Client Support Specialist

Hire Overseas

Scale Your Business while Saving Money By Hiring Overseas Employees

Full TimeRemoteTeam 1-10Since 2023H1B No Sponsor

We're looking for a highly organized Sales and Client Support Specialist to join a growing e-commerce and distribution business. This is a client-facing role that blends administrative support, sales enablement, and direct communication with clients and resellers through phone, video, and written channels. You will handle essential day-to-day tasks including quotes, CRM updates, reseller merchandising, and data reporting while also serving as a professional point of contact for clients and partners. If you are proactive, dependable, comfortable on a call with a client, and able to manage multiple systems without needing step-by-step direction, this role is a strong fit. Why You'll Want to Join - You will be paid in USD (bi-monthly: every 15th and 30th) - Paid Time Off in accordance with company policy - Observance of Holidays per company guidelines - 100% remote setup so you can work wherever you're most productive - Exposure to CRM tools, PIM platforms, and Amazon reporting workflows - Supportive, process-driven team with clear systems and defined expectations What You'll Work On Client Communication and Relationship Support - Serve as a professional point of contact for clients and resellers through phone, video, and written communication - Handle inbound and outbound client communications with clarity, warmth, and professionalism - Follow up with clients and partners on open items, quotes, and pending decisions - Represent the sales team externally when needed, ensuring every client interaction reflects the brand standard Sales and Administrative Support - Process product quotes with Territory Managers and Resellers - Perform data entry for merchandising resellers with a high standard of accuracy - Update internal systems including CRM and sales and commission databases - Assist with lead generation using Bond Finder and related tools - Organize, download, and distribute reports across Amazon and internal analytics platforms Sales Enablement - Maintain and update the Product Information Management system including product images, assets, and outputs - Manage reseller content setup and updates across platforms such as Essendant and Grainger - Track and report on reseller scorecards and surface insights to internal teams - Support project management tasks using ClickUp or similar tools - Draft and refine Standard Operating Procedures as needed - Support ad hoc management-directed projects as they arise Marketing and Outreach Support - Schedule and post approved content on social media platforms - Track, follow up on, and report on outreach email campaigns What You Bring - Excellent written and spoken English communication skills - Strong attention to detail: accuracy and consistency are non-negotiable in this role - Proficiency with Microsoft 365 including Teams, SharePoint, Excel, and related tools - Highly dependable, proactive, and adaptable to established systems and workflows - Comfortable communicating with clients and partners via phone, video, and written channels in a professional, confident manner - Availability to work Monday through Friday, 9 AM to 6 PM EST with occasional weekend support as needed Nice to Have - Familiarity with CRM systems, Adobe Creative Suite, or PIM platforms - Prior experience supporting sales, operations, or e-commerce teams - Experience with Amazon Seller Central or distribution-focused reporting tools How to Apply Please include: - Your updated resume - A short Loom video (1 to 2 minutes) introducing yourself and describing your experience in admin or sales support roles Only candidates who submit a Loom video will be moved to the next step of the hiring process. If you are consistent, organized, and take pride in keeping operations running smoothly behind the scenes, this role gives you the structure, the systems, and the team to do your best work every day. Application Process Overview Our comprehensive selection process ensures we find the right fit for both you and our clients: - Initial Application - Submit your application and complete our prequalifying questions - Video Introduction - Record an video introduction to showcase your communication skills and work experience - Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable) - Recruitment Interview - Initial screening with our talent team - Executive Interview - Meet with senior leadership to discuss role alignment - Client Interview - Final interview with the client team you'd be supporting - Background & Reference Check - Professional reference verification - Job Offer - Successful candidates receive a formal offer to join the team Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.

South Africa
Job Closed
Hire Overseas logo

Sales & Client Support Specialist

Hire Overseas

Scale Your Business while Saving Money By Hiring Overseas Employees

Full TimeRemoteTeam 1-10Since 2023H1B No Sponsor

We're looking for a highly organized Sales and Client Support Specialist to join a growing e-commerce and distribution business. This is a client-facing role that blends administrative support, sales enablement, and direct communication with clients and resellers through phone, video, and written channels. You will handle essential day-to-day tasks including quotes, CRM updates, reseller merchandising, and data reporting while also serving as a professional point of contact for clients and partners. If you are proactive, dependable, comfortable on a call with a client, and able to manage multiple systems without needing step-by-step direction, this role is a strong fit. Why You'll Want to Join - You will be paid in USD (bi-monthly: every 15th and 30th) - Paid Time Off in accordance with company policy - Observance of Holidays per company guidelines - 100% remote setup so you can work wherever you're most productive - Exposure to CRM tools, PIM platforms, and Amazon reporting workflows - Supportive, process-driven team with clear systems and defined expectations What You'll Work On Client Communication and Relationship Support - Serve as a professional point of contact for clients and resellers through phone, video, and written communication - Handle inbound and outbound client communications with clarity, warmth, and professionalism - Follow up with clients and partners on open items, quotes, and pending decisions - Represent the sales team externally when needed, ensuring every client interaction reflects the brand standard Sales and Administrative Support - Process product quotes with Territory Managers and Resellers - Perform data entry for merchandising resellers with a high standard of accuracy - Update internal systems including CRM and sales and commission databases - Assist with lead generation using Bond Finder and related tools - Organize, download, and distribute reports across Amazon and internal analytics platforms Sales Enablement - Maintain and update the Product Information Management system including product images, assets, and outputs - Manage reseller content setup and updates across platforms such as Essendant and Grainger - Track and report on reseller scorecards and surface insights to internal teams - Support project management tasks using ClickUp or similar tools - Draft and refine Standard Operating Procedures as needed - Support ad hoc management-directed projects as they arise Marketing and Outreach Support - Schedule and post approved content on social media platforms - Track, follow up on, and report on outreach email campaigns What You Bring - Excellent written and spoken English communication skills - Strong attention to detail: accuracy and consistency are non-negotiable in this role - Proficiency with Microsoft 365 including Teams, SharePoint, Excel, and related tools - Highly dependable, proactive, and adaptable to established systems and workflows - Comfortable communicating with clients and partners via phone, video, and written channels in a professional, confident manner - Availability to work Monday through Friday, 9 AM to 6 PM EST with occasional weekend support as needed Nice to Have - Familiarity with CRM systems, Adobe Creative Suite, or PIM platforms - Prior experience supporting sales, operations, or e-commerce teams - Experience with Amazon Seller Central or distribution-focused reporting tools How to Apply Please include: - Your updated resume - A short Loom video (1 to 2 minutes) introducing yourself and describing your experience in admin or sales support roles Only candidates who submit a Loom video will be moved to the next step of the hiring process. If you are consistent, organized, and take pride in keeping operations running smoothly behind the scenes, this role gives you the structure, the systems, and the team to do your best work every day. Application Process Overview Our comprehensive selection process ensures we find the right fit for both you and our clients: - Initial Application - Submit your application and complete our prequalifying questions - Video Introduction - Record an video introduction to showcase your communication skills and work experience - Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable) - Recruitment Interview - Initial screening with our talent team - Executive Interview - Meet with senior leadership to discuss role alignment - Client Interview - Final interview with the client team you'd be supporting - Background & Reference Check - Professional reference verification - Job Offer - Successful candidates receive a formal offer to join the team Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.

Argentina
Job Closed