Position Details

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Customer Success & Support

About this role

The Client Service Specialist provides frontline operational support to financial advisors across XYPN’s TAMP and Sapphire platforms. The role owns service requests through completion, coordinates with custodians for NIGOs and fund transfers, manages paperwork and Docusign envelopes, and escalates complex issues to the Client Service Manager.

Key Responsibilities

Respond to advisor service requests via ticketing system and phone
Own service requests end-to-end with clear communication and proactive follow-up
Coordinate with custodians to resolve NIGOs and facilitate fund transfers
Complete paperwork/forms and manage Docusign envelopes accurately
Prepare client agreements and support advisor onboarding; escalate complex issues to the Client Service Manager

Technical Overview

This is a workflow- and documentation-driven support role using a ticketing system and Docusign. You will coordinate operational actions with custodians (including fund transfers), complete and send client agreements, and manage advisor onboarding tasks with strong accuracy and process follow-through.

Ideal Candidate

The ideal candidate is an entry-level customer service professional who can handle advisor service requests end-to-end with strong attention to detail and clear communication. They are comfortable working in a ticketing workflow and using Docusign for paperwork, while coordinating with custodians for fund transfers and escalating complex issues appropriately.

Must-Have Skills

Respond to advisor service requests through our ticketing system and phone in a timelyprofessional mannerOwn service requests through to completionensuring clear communication and proactive follow-upAccurately complete paperworkformsand Docusign envelopes with a high degree of attention to detailPrepare and send client agreements and support advisor onboarding activitiesensuring accuracyclarityand timely follow-throughCoordinate with custodians to resolve NIGOsfacilitate fund transfersand track requests to resolutionCandidates must be willing to cover Pacific or Mountain Standard Time Zones

Tools & Platforms

DocusignSalesforceticketing system

Required Skills

advisor supportticketing systemphone supportcustodian coordinationfund transfersNIGOspaperwork and formsDocusignclient agreementsadvisor onboardingproactive follow-upescalation

Hard Skills

Ticketing systemPhone supportAccount supportNIGOs (No Investment Generated Operations or related requests - as written: NIGOs)Fund transfersCustodian coordinationPaperwork completionForms completionDocusignAttention to detailService request managementClient agreements preparationAdvisor onboarding activitiesTime zone coverage (Pacific or Mountain Standard Time Zones)Escalation to Client Service Manager

Soft Skills

Clear communicationProactive follow-upTimely and professional mannerHigh attention to detailCollaborationIndependenceOwnershipClient-advisor relationship focusEscalation judgment

Industry & Role

Industry Fintech

Job Function Provide end-to-end client service operations support to financial advisors using ticketing and documentation workflows.

Role Subtype Customer Success & Support

Keywords for Your Resume

Client Service SpecialistClient Service teamadvisor supportservice requeststicketing systemphoneproactive follow-upcustodiansfund transfersNIGOspaperworkformsDocusignclient agreementsadvisor onboardingescalateClient Service ManagerremotePacific Standard TimeMountain Standard Timeescalate to Client Service Manager

Deal Breakers

Willing to cover Pacific or Mountain Standard Time Zones., Priority is given to candidates residing in AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI.

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