Client Service Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Service Specialist at XYPN providing operational support to financial advisors. Collaborating and communicating effectively while managing service requests and ensuring quality execution.
Responsibilities:
- Respond to advisor service requests through ticketing system and phone in a timely manner
- Own service requests through to completion ensuring clear communication
- Coordinate with custodians to resolve NIGOs and facilitate fund transfers
- Accurately complete paperwork, forms, and Docusign envelopes
- Prepare and send client agreements and support advisor onboarding activities
- Work on assigned tickets independently while collaborating with teammates
- Maintain visibility into work status using internal tools and systems
- Identify patterns or process gaps and surface them to the Client Service Manager
- Participate in team training and coaching to build 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 ability to manage multiple work items
- Collaborative mindset with willingness to ask questions and seek feedback
- Comfort with routine work and changing priorities in a fast-paced environment
Benefits:
- Unlimited vacation days to maintain work-life harmony (minimum of 3 weeks required)
- 9 paid holidays (flexible holidays!)
- 401(k) with match (6% employee contribution, 4.5% employer contribution)
- 12 weeks paid parental leave for birth or adoption
- Health insurance with 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
- $150/month for financial planner costs, plus $500 towards upfront fee
- $2000/year for professional development
- $250/quarter wellness allowance
- $500 donation to a non-profit for 40 hours of volunteering
- Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years
- Subsidized employer-sponsored childcare (availability dependent)
- Company-owned laptop computer (Apple Products)
Similar Jobs
Client Relations Representative
Remote Client Relations Representative providing customer service and maintaining client relationships for Blyss Journeys. Managing service coordination and ensuring an exceptional customer experience.
Client Support Advisor
Remote Client Support Advisor responsible for assisting clients throughout the coordination process. Communicating preferences, organizing service details, and maintaining accurate records.
Client Services Manager
Client Services Manager responsible for enhancing customer relationships and driving product adoption at a global supply chain solution provider. Seeking to maximize customer value through strategic engagement.
Client Support Coordinator
Remote Client Support Coordinator providing organized, responsive support to clients throughout their experience. No previous industry experience required, with training and guidance provided.
Client Services Assistant
Remote Client Services Assistant supporting customers by answering questions and organizing requests. Providing training and ongoing support to succeed in a remote environment.
Client Services Associate
Client Services Associate role for a remote position assisting with client coordination and service management tasks. Reliable, proactive individuals will thrive in a flexible, digital setting.
VP, Client Services, AV
VP, Client Services ensuring exceptional delivery and growth for a BPO company. Leading partnerships with high-profile clients in AV/mobility industry to exceed expectations.
Intern – Client Services
Client Services Intern assisting cross-functional teams in client campaigns and project management at AI-powered HCP Engagement Engine. Gaining hands-on experience in a fast-paced startup environment.
Client Service Partner
Dedicated Client Service Partner at Cigna Healthcare, providing support to clients and HR teams. Focused on delivering exceptional service and strategic insights to drive client satisfaction.
Client Services Director
Client Services Director at Sedgwick determining account management strategies and ensuring client satisfaction. Overseeing programs for jumbo clients requiring dedicated staff and multiple offices with a focus on revenue growth.
Client Service Specialist
Client Service Specialist providing front line support and care to clients at Sterling Brokers. Supporting inquiries and escalations while contributing to initiatives in a remote work setting.
Associate Client Services, Spanish
Providing administrative support and client services for Savvital in the insurance domain. Seeking Spanish fluent candidates for remote role assisting with client relations.
Associate Client Services, Spanish
Providing administrative and operational support to clients at Savvital. Ideal for detail-oriented individuals fluent in Spanish and English with a service-oriented mindset.
Senior Client Services Specialist
Senior Client Services Specialist acting as an intermediary at DentalXChange. Providing elevated support to clients, troubleshooting, and resolving complaints effectively.
Client Service Director – Marketing and Brand Promotion
Client Service Director managing oncology projects for IQVIA, a leading clinical research firm. Responsible for client relationships and project oversight in the pharmaceutical industry.
Senior Director, Client Services
Senior Director of Client Services managing client portfolios and teams at Podean. Overseeing performance, satisfaction, and growth across client relationships in the marketing agency.
Vice President, Client Services
Vice President managing client relations in BPO services for a transportation industry leader. Leading operations and strategic planning while enhancing client satisfaction.
Client Services Manager
Client Services Manager managing various campaigns through the client lifecycle for fast-growing technology companies. Collaborating with teams to ensure high client satisfaction and operational growth.
VP Client Services
Key leader overseeing client relationships and BPO services delivery for a high-profile client in transportation/mobility. Drive growth and innovation through strategic planning and team leadership.
Client Support Manager
Client Support Manager managing Client Support Specialists at Breezeway. Leading improvements in support efficiency and client satisfaction through coaching and automation.