Client Service Specialist Job at XY Planning Network (Bozeman)

Client Service Specialist

XY Planning Network

Location:
United States , Bozeman

Category:
Finance

Contract Type:
Not provided

Salary:

59000.00 - 75000.00 USD / Year

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Job Description:

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.

Job Responsibility:

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

Requirements:

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

Nice to have:

Prior experience working in an RIA, TAMP, or broker-dealer environment
Experience working with Charles Schwab or other custodians
Working knowledge of Orion

What we offer:

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum of 3 weeks per year)
9 paid holidays
401(k) with match (employee 6%, employer 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) for professional development
$250/quarter to spend on yourself
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years
Subsidized employer-sponsored childcare through internal child care program
Various Gym discounts
Company-owned laptop computer provided (Apple Products)

Additional Information:

Job Posted:
January 04, 2026

Employment Type:

Fulltime

Work Type:

On-site work

XY Planning Network - All Job Offers

Job Link Share:

Client Service Specialist

XY Planning Network

Location:
United States , Bozeman

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 04, 2026

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