XYPN Jobs in United States

This is an opportunity to join a company on a mission to help others—and you—live your best lives. · ...

We are excited to learn more about you.You can submit a General Application here and we will circle back when we have a good match available. · ...

This is an opportunity to join a company on a mission to help others—and you—live your best lives. · The Client Service Manager owns the performance, structure, and sustainability of the Client Service function across Sapphire and TAMP.This role is accountable for how service wor ...

This is an opportunity to join a company on a mission to help others—and you—live your best lives. · The Client Service Manager owns the performance, structure, · and sustainability of the Client Service function across Sapphire · and TAMP. ...

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. · Advisor Support & Service ExecutionTicket Ownership & ...

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. · ...

About 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. This is an opportunity to join a company on a mission to help others—and you—live your best liv ...

The Client Service Manager owns the performance, structure, · and sustainability of the Client Service function across Sapphire · and TAMP. · ...

The Billing Specialist plays a key role in executing and supporting the firm's billing operations. · Generate monthly and quarterly billing and performance reports Process fee deductions from client accountsHandle client invoicing through the AdvicePay platform · ...

The Billing Specialist plays a key role in executing and supporting the firm's billing operations. · Update and maintain accurate client billing profiles and fee schedules in portfolio accounting system · Generate monthly and quarterly billing and performance reports · ...

This is an opportunity to join a company on a mission to help others—and you—live your best lives. · ...

The Client Service Manager owns the performance structure and sustainability of the Client Service function across Sapphire and TAMP. · ...

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. · ...