White Coat Planning

Role Description The Client Service Representative (CSR) is an entry-level role designed to provide essential operational and client support. This position is perfect for someone who is detail-oriented, organized, and interested in building a career in financial planning. The CSR role is the foundation of the firm’s client service model and is designed to lead into the Associate Planner position after a minimum of one year. Duties and Responsibilities - Client & Team Support - Act as assistant to both the Lead Planner and Associate Planner. - Manage scheduling including client reminders and nudges. - Provide day-to-day administrative and client support to ensure seamless operations. - CRM Management - Maintain and update the firm’s CRM with accurate data entry. - Complete workflows, task management, audits, and prospect reports. - Ensure records are complete and up to date for both clients and prospects. - Client Service - Coordinate client and planner scheduling and send meeting reminders. - Conduct document review and audit to ensure accuracy and completeness. - Manage client engagement activities including birthday emails, milestone cards, and gift acknowledgements (new baby, student loan payoff, etc.). - Billing & Operations - Provide billing support by updating account information and client service levels. - Assist with general administrative operations to support the financial planning team. Qualifications - Required - No financial planning experience or prior knowledge needed. - Strong organizational skills and attention to detail. - Professional and proactive communication skills (written and verbal). - Ability to manage multiple tasks and deadlines. - Preferred - Experience in administrative or client service roles. - Comfort with software systems and CRM tools. - Interest in developing a career path toward financial planning. Working Conditions This role primarily involves remote work, with occasional travel for White Coat Planning conferences or client events. The position includes health insurance and access to a 401(k). Pay Starting salary is $60,000, with a bonus structure added after one year of employment. Benefits - PTO - Health/dental/vision/life insurance - 401(k) matching - Parental leave - Adoption services reimbursement - Learning/educational incentives - Volunteer Time Off - Well-being programs - Company events - Self-improvement/productivity tools - The incredible feeling of making a difference Equal Opportunity Employer DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.