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.

• Deliver accurate and timely service to advisors and clients • Take ownership of client issues and work towards prompt resolution • Handle communications between custodians and Operations with advisors or clients • Provide comprehensive operational support to clients • Act as a strong advocate for clients with empathy • Prioritize and manage multiple requests simultaneously • Effectively handle a steady flow of diverse requests • Collaborate with internal teams for cohesive experience • Utilize CRM platforms like Salesforce to manage cases • Maintain clear communications with advisors and clients • Demonstrate care and empathy to help advisors and clients • High attention to detail for accurate processing • Contribute to a positive team environment and provide training support

Role Description The Client Services Travel Advisor assists clients with coordinating travel plans while providing ongoing support throughout the planning process. This role focuses on organization, communication, and maintaining a positive client experience. - Coordinate travel arrangements based on client preferences - Assist with itinerary updates and reservation management - Respond to travel-related questions and requests - Review travel details for accuracy and completeness - Maintain organized client records and communication history Qualifications - Strong customer service and communication abilities - Excellent attention to detail and organization - Ability to manage multiple priorities effectively - Comfortable using online systems and digital platforms - Previous experience in customer service or hospitality preferred Work Environment - Remote work setting - Flexible scheduling aligned with client needs Training & Support - Training and onboarding included - Continued access to support resources Compensation - Compensation based on experience and performance - Additional details discussed during the hiring process How to Apply Submit your application to be considered for the position.

Role Description Resource Innovations is seeking a Sr. Rebate Processing Specialist to join our growing team. As a Data Entry and Project Coordinator with Resource Innovations, you will play a key role in supporting rebate processing operations, coordinating project activities, maintaining accurate program data, and assisting with the successful execution of program deliverables. This position focuses on data integrity, workflow management, documentation, reporting, and cross-functional collaboration. We are seeking detail-oriented, organized, and mission-driven individuals who thrive in a fast-paced environment and are committed to operational excellence. Duties and Responsibilities - Process rebate applications and related documentation in accordance with program guidelines and established service level agreements. - Perform accurate and timely data entry, validation, and maintenance across multiple systems and databases. - Coordinate project activities, deliverables, timelines, and documentation to support successful program execution. - Review applications and supporting documentation for completeness, accuracy, and compliance with program requirements. - Prepare and maintain reports, spreadsheets, and project documentation to support internal teams and client requirements. - Collaborate with internal stakeholders to resolve data discrepancies, process issues, and documentation gaps. - Support program launches, system updates, and operational changes through testing, validation, and process documentation. - Identify opportunities for process improvements and provide recommendations to enhance efficiency, accuracy, and customer experience. - Maintain accurate records and audit documentation in accordance with program and client requirements. - Assist with special projects, operational initiatives, and administrative tasks as needed. - Other duties as assigned. Qualifications - High school diploma or equivalent required; associate or bachelor’s degree preferred. - 2+ years of experience in data entry, project coordination, program administration, operations support, or a related field. - Strong attention to detail and commitment to data accuracy. - Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines. - Proficiency in Microsoft Office, including Excel, Word, and Outlook. - Experience working with databases, CRM systems, or other data management platforms preferred. - Ability to analyze information, identify discrepancies, and resolve issues efficiently. - Strong written and verbal communication skills. - Ability to work independently as well as collaboratively within a team environment. - Experience in rebate processing, energy efficiency programs, utilities, or other regulated program environments is a plus. - Demonstrated ability to maintain confidentiality and handle sensitive information with discretion. Requirements - Strong verbal and written communication. - Detail oriented, sharp memory and accuracy skills. - Superior organizational, prioritization, and attention-to-detail skills are required. - Excellent verbal and written communications skills with clients and all levels of internal employees. - Self-motivation and exceptional follow-through skills are a must. Benefits - Competitive salaries based on a candidate's skills, experience, and qualifications for the position. - Compensation range for the base salary for this position is $18-$20/hour. - Eligibility for a discretionary annual bonus. - Comprehensive benefits package designed to promote health, financial security, and work-life balance. - Three weeks of paid vacation annually. - Paid holidays. - 401(k) retirement plan with employer match. - Medical, dental, and vision coverage. - Parental leave. - Employee assistance program. - Commuter benefits and additional supplemental offerings.