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DLP Capital Logo DLP Capital · Finance

Client Service Representative

United States, St Augustine Employment contract 60000.00 USD / Year · Job Posted June 17, 2026
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Job Description

White Coat Planning is a new company inspired and guided by the principles of White Coat Investor. Its purpose is to provide comprehensive financial planning for all clients and investment management services for those who desire them. The firm is built on the foundation of offering good advice at a fair price, serving high-income professionals with integrity, expertise, and care. 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.

Job Responsibility

  • 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
  • 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
  • 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
  • Provide billing support by updating account information and client service levels
  • Assist with general administrative operations to support the financial planning team

Requirements

  • 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

Nice to have

  • Experience in administrative or client service roles
  • Comfort with software systems and CRM tools
  • Interest in developing a career path toward financial planning

What we offer

  • 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
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