About the role Description As our Transition Specialist, you will serve as the operational backbone of the Sapphire onboarding process. You are responsible for ensuring all the behind-the-scenes steps required to bring a new advisor onto the platform are completed accurately, efficiently, and consistently. From paperwork preparation to tech setup and tracking systems, you will execute the core deliverables that allow the Transition Lead to focus on project ownership and advisor relationships. This role is essential to delivering a high-quality onboarding experience. By keeping systems running smoothly and tasks on track, you reduce friction, prevent delays, and ensure the transition process scales as the Sapphire program grows. You will also play a key role in identifying inefficiencies, documenting repeatable workflows, and suggesting ways to improve how onboarding happens. How You’ll Spend Your Time - 40–50% Preparing and managing Docusign paperwork and custodial forms - 25–35% Entering data, updating trackers, and executing platform setups - 10–15% Internal follow-up, task clarification, and issue escalation - 5–10% Process documentation and suggestions for improvement 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. What you'll be doing - Prepare, format, and send Docusign packets for client and advisor paperwork - Enter advisor and client data into transition & onboarding trackers, spreadsheets, and internal tools - Set up advisor tech stack components (e.g., Schwab, Orion, CRM platforms) following documented steps - Track progress across onboarding deliverables; ensure nothing falls through the cracks - Follow up with internal stakeholders on pending tasks or missing inputs - Flag delays, errors, or inconsistencies to the Transition Lead proactively - Assist with formatting client agreements after compliance approval, where applicable - Maintain SOPs and process checklists; help identify tasks that can be templatized or automated - Help transition onboarded advisors to the Client Service team by ensuring documentation and tracking are complete and accurate Measurables: - % of transition paperwork completed without errors or rework - Turnaround time on paperwork prep and tech setup - % of transition tasks completed within defined timeframes The Deets: Start Date: Immediately Status: Full-time (40-45 hours per week) Location: Remote and/or Bozeman, MT Overtime Status: Non-exempt (i.e., overtime eligible) Team: XYPN Invest / Sapphire Reports To: Transition Lead 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!) - 1-2+ years of experience in operations, client service, or administrative support - High attention to detail and ability to execute repeatable workflows - Comfort with tech tools and platforms (e.g., CRM, Docusign, spreadsheets, custodian systems) - Ability to follow SOPs while suggesting improvements when needed - Strong organizational and time management skills - Collaborative attitude and responsiveness in a team environment - Legally authorized to live and work in the United States without present or future need for sponsorship. What would make us drool: - Experience in RIA operations, custodial paperwork, or financial services onboarding - Familiarity with Schwab - Familiarity with Altruist and/or Fidelity - Familiarity with Wealthbox, Orion, or other fintech platforms - Strength in documentation, SOP writing, or systematizing manual work 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: $63,000 - $78,000 Annually - 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.

Speaking dutch (netherlands) and english isn´t a big deal for you? We are currently seeking for a Customer Support (m/f/d) dutch in full remote. Take the time to apply for this job. Your Benefits - full-time or part-time freelance work from Estonia - remote work right from the start with BYOD (Bring Your Own Device) - you work with your own technology - fixed salary with performance-related bonus - uncomplicated entry into the job through professional and remunerated induction and training - dynamic, innovative working environment with flat hierarchy Your Tasks - customer service via mail and phone - identifying customer demands and introducing the product range - providing information on contractual terms, invoices and cancellation terms - ensure customer satisfaction Your Profile - fluent in speaking dutch (netherlands) - good knowledge of English in spoken and written language - good working knowledge of MS Office - Sales or Telemarketing experience preferable - confident and professional on the phone - target driven personality, friendly and communicative Interested? We are looking forward to your application! If you have any questions, please do not hestitate to contact us. We are happy to meet you. All names are directed at all genders.

Overview Complaints Customer Service Supervisor (Team Leader) – BFSI Location: Birmingham, Belfast, Newtownards or WAHA Hours: 40 hours per week – Fully Flex Salary: 30K Per Year Number of positions – 2 Job Summary / Overview Main responsibilities of the role include leading a team of Complaints Handlers who are responsible for thorough investigations, management and resolution of end to end customer complaints. You will be responsible for delivering your teams performance and driving quality assurance in line with company and the Financial Conduct Authority processes and standards. Your role will also focus on coaching, motivation and team productivity while providing feedback and insight on complaints root cause and recommending solutions to help reduce complaints volumes to all stakeholders. As the Complaints Team Leader, you will also be responsible for delivering performance and employee engagement, which will in turn drive customer and client satisfaction. We are looking for an individual who will deliver a positive, productive and engaging team culture with the ability to lead, inspire, motivate, coach and support people to deliver exceptional levels when delivering correct outcomes for our customers To ensure your team provide best in class customer service through excellent communication skills, both verbally and in writing. Key Responsibilities and Accountabilities (may perform other duties as requested not specifically addressed in this document) - Ensure your team deliver an excellent customer experience for all customers with cause for complaint, ensuring standards and timelines conform to company and FCA standards - Continually review and measure productivity and quality assurance against required standards, taking any necessary action to improve performance and capability - Liaise with Ops Manager within the company and client, providing regular reporting and analysis relating to the activity within your team - Be point of escalation for all escalated complaints - Communicate accurately and professionally with the ability to make informed decisions - Ensure any material operational and conduct risks are identified, raised and managed in accordance with process and standards - Identify root cause and have the ability to report and recommend any actions for continuous improvement - Maintain effective control of all aspects of people processes including: absence management, 121’s, disciplinary, capability & grievance procedures, employee relations, performance management and all other employment related issues ensuring they are managed in line with policy frameworks Main Job Requirements - Minimum 1 years’ experience of complaint handling within a Financial Services organisation, and minimum 1 year in management role - Can demonstrate the ability to construct clear and concise written communications, using correct spelling and grammar, specific to formal complaints - Is able to demonstrate experience in complex, regulated customer service environment - Can confidently manage assigned workloads at a team level - Able to prioritise workloads to meet targets and timelines Required Skills - Previous management experience within a Financial Services organization, with extensive knowledge of formal complaint handling - Passionate about people engagement and delivering excellent customer service - Attention to detail - Is able to demonstrate excellent communication skills both verbally and in writing - Comprehensive technical/computer skills - Identifying RCA complaints types and actioning possible solutions to reduce said complaints Competencies and Specific Skills - People focused - Is charismatic and engaging - Excellent communication and influencing skills - Advanced relationship building and stakeholder management skills - Advanced levels of resilience and focus - Self-motivated and can motivate others, with can-do attitude

• Provide exceptional customer service through timely, accurate, and courteous responses to customers, family members, caregivers, providers, and internal care partners • Quickly assess customer needs through active listening and critical thinking to provide accurate, first-call resolution • Serve as a flexible, solution-oriented point of contact, resolving customer requests from intake through completion by coordinating scheduling, documentation, and follow-up with internal teams and external partners • Address issues proactively and effectively to prevent escalations and recurring customer concerns • Meet or exceed defined performance and quality metrics, including call handling, productivity, scheduling accuracy, and referral and transfer expectations • Support system updates by participating in user testing and providing feedback before changes are deployed • Actively contribute to a positive team environment through effective communication and collaboration • Provide coaching and training to new team members and support cross-functional shadowing efforts • Perform other duties as assigned that support CareScout’s business needs and evolving initiatives