Client Service Specialist

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. About the role The Client Service Special...