Client Service Manager

XYPN

full-time

Posted on: 1/8/2026

Location Type: Office

Location: Bozeman • Montana • United States

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💰 $80,000 - $108,000 per year

About the role

Own the end-to-end intake, prioritization, and flow of service requests across Sapphire and TAMP.
Establish and maintain clear standards for ticket routing, prioritization, escalation thresholds, and workload balance.
Ensure service requests are assigned efficiently and equitably, minimizing duplicate work, bottlenecks, and rework.
Serve as the escalation point for complex advisor issues, Schwab-related concerns, and cross-functional breakdowns.
Maintain strong working relationships with Schwab and internal partners to resolve issues efficiently and professionally.
Set clear expectations around service standards, workload ownership, and collaboration.
Define, monitor, and report on key service KPIs in partnership with the Director of Advisor Experience.

4+ years of experience in client service or operations, including 2+ years in financial services
Experience with Schwab; Orion experience strongly preferred
People management experience
Direct experience managing ticket intake, routing, or queue-based workflows
Strong written and verbal communication skills
Comfort operating as a player–manager in a fast-paced environment.

Benefits

$80,000 - $108,000 Annually
100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
9 paid holidays (we offer flexible holidays!)
401(k) with match; you put in 6%, and we put in 4.5%.
12 weeks paid parental leave for the birth or adoption of a child.
Health insurance w/ employer contribution.
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance.
Employer-paid Long Term Disability coverage.
Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
$2000/year (prorated by start date) to put towards professional development
$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
Various Gym discounts
Company-owned laptop computer provided (Apple Products).

Tip: use these terms in your resume and cover letter to boost ATS matches.

ticket routingprioritizationescalation managementworkload balanceservice KPIsqueue-based workflows

communication skillspeople managementcollaborationproblem-solvingrelationship management