About XYPN
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.
This is an opportunity to join a company on a mission to help others—and you—live your best lives.
XY Investment Solutions, LLC (dba XYPN Invest, a subsidiary of XYPN) is an SEC-registered investment advisor providing a robust platform for independent, fee-only financial advisors. We offer three distinct service models: a Turnkey Asset Management Program (TAMP) and a corporate RIA affiliation model. Our TAMP acts as a sub-adviser for other State- or SEC-registered investment advisors, providing outsourced investment management, trading, and back-office operations. The corporate RIA model, XYPN Sapphire, offers a dedicated support platform for fee-only advisors, allowing them to focus on client service while we handle compliance, investment management, and administrative tasks. Since 2017, we’ve offered XYPN Invest’s TAMP/sub-advisory services, and we're now piloting and expanding XYPN Sapphire.
About the role
At XYPN Invest, our mission is to empower financial advisors to manage their businesses more efficiently by streamlining the investment management process. As a Client Service Specialist, you’ll be the frontline representative, ensuring that advisor interactions are seamless, efficient, and positive.
What you'll be doing
- Respond promptly to support requests from financial advisors via our ticketing system (HelpScout) and phone, ensuring a seamless client experience.
- Follow up on outstanding requests until full resolution, maintaining a proactive approach to client service.
- Coordinate with custodians to resolve NIGOs, facilitate fund transfers, and track requests to completion.
- Keep the team informed of your work status via our project management system.
- Help the team push open items across the finish line, regardless of who was initially assigned.
- Accurately complete forms and manage Docusign envelopes for recipients.
- Assist in onboarding new advisors, sharing your expertise to set them up for success on our platform
- Support various team projects and tasks as needed, contributing to continuous improvement
- Collaborate with the team in the continuous enhancement of our offerings.e
Measurables:
- The primary outcome for this role is Client Happiness, which is in part determined by:
- Number of tickets solved
- First Response time
The Deets:
Start Date: Immediately
Status: Part-time (expect 20 hours per week with flexible schedule, and limited overtime required)
Location: Remote and/or Bozeman, MT
Overtime Status: Non-exempt (i.e., overtime eligible)
Team: XYPN Invest
Reports To: Client Service Manager
Direct reports: None
What you'll bring to the table:
(If you think, “I only meet 80% of these qualifications,” still apply!)
- Legally authorized to live and work in the United States without present or future need for sponsorship.
- You have 1+ years of experience working in customer service.
- You have a knack for noticing the small discrepancies. You fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting.
- Checking things off your to-do list and achieving inbox zero brings you joy.
- Seriously impressive communication skills, whether through the written or spoken word, what you’re saying is always clear.
- You’re proficient with leveraging multiple cloud-based technology applications and quickly adapting to new programs and solutions.
- You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills.
- You loathe the phrases “That’s not my job” and “that’s not how we do things” as much as you do the sentence "That's always how we've done things".
- You’re equally excited about routine as you are about the unexpected!
What would make us drool:
- 1 or more years working in the financial services industry
- Previous experience working within an Registered Investment Advisor (RIA) firm or a registered Broker Dealer
- Experience with Charles Schwab or other custodians
- Working knowledge of Orion
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: $26.50 - $33.50 per hour dependent on experience.
- All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). (If minimum hours qualification are met.)
- Health insurance w/ employer contribution.
- Access to dental, vision, and accident insurance options.
- LASIK/Corrective Eye Surgery Discount via Vance Thompson Vision.
- Access to 401(k) retirement plan, with up to 4.5% employer match (if minimum qualification hours are met.)
- $125 per quarter to spend on yourself, specific to core value of “Be Well Being You”.
- Access to a Financial Planner (Up to $250 towards upfront fee & up to $75/month as a recurring contribution towards monthly fees).
- $1000/year (prorated by start date) to put towards professional development.
- Access to professional legal services via Rocket Lawyer.
- $250 donation to a non-profit of your choice when you volunteer 40 hours.
- Cash bonuses of $1,000 for Team Member referral program.
- Company-owned laptop computer provided (Apple Products).
* Please note that benefits are designed to enhance your experience with us and may vary based on eligibility and position.
XY Planning Network 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.
The pay range for this role is:
26.50 - 33.50 USD per hour (Remote - Bozeman, US)
