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Client Service Specialist

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XY Planning Network

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Location:
United States

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Category:
Customer Service

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Contract Type:
Employment contract

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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 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
  • Orion experience
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 (6% employee, 4.5% employer)
  • 12 weeks paid parental leave
  • Health insurance w/ employer contribution
  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
  • Pet insurance availability
  • Health Savings & Flex Spending Accounts available
  • Employer-paid Life and AD&D insurance
  • Employer-paid Long Term Disability coverage
  • Up to $150/month for financial planner costs
  • $2000/year for professional development
  • $250/quarter for well-being
  • $500 donated to non-profit for 40 hours volunteering
  • Sabbatical program
  • Subsidized employer-sponsored childcare
  • Gym discounts
  • Company-owned laptop (Apple products)

Additional Information:

Job Posted:
April 23, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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