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Client Services Specialist — ESOP & Unlimited PTO

Job in Bozeman, Gallatin County, Montana, 59772, USA
Listing for: XYPN
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 59000 - 75000 USD Yearly USD 59000.00 75000.00 YEAR

Job Description & How to Apply Below

A financial advisory platform is hiring a Customer Service Specialist in Bozeman, MT. This role requires providing operational support to financial advisors and managing service requests with attention to detail and clear communication. Ideal candidates will have over 1 year of customer service experience, preferably in financial services, and strong organizational skills. The company offers competitive salary and a flexible full-time schedule with unique benefits.
As a Client Services Specialist — ESOP & Unlimited PTO, you will play an important part at XYPN in Bozeman, MT, United States. The position is based in Bozeman, MT, United States. This opportunity is part of our work in Management & Operations. The advertised compensation is 59.000 - 75.000. We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.
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