Client Service Representative

White Coat Planning is a new company inspired and guided by the principles of White Coat Investor. Its purpose is to reputed company comprehensive financial planning for reputed company clients and investment management services for those who desire them. The firm is reputed company on the reputed company of offering good advice at a fair price, serving high-income professionals with reputed company, expertise, and care. The Client Service Representative (CSR) is an entry-level role designed to reputed company 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 reputed company of the firm’s client service model and is designed to reputed company into the Associate Planner position after a minimum of one year. Duties and Responsibilities Client & Team Support Act as assistant to both the reputed company Planner and Associate Planner. Manage scheduling including client reminders and nudges. reputed company 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 reputed company acknowledgements (new baby, student loan payoff, etc.). Billing & Operations reputed company billing support by updating account information and client service reputed company. 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 reputed company a 401(k). Pay Starting salary is $60,000, with a bonus structure added after one year of employment. Details: Client Service Representative If you are organized, proactive, and reputed company in a client-facing support role, this position could be the perfect fit. As the backbone of the team’s operations, you’ll ensure clients feel cared for and supported while learning the foundational skills that reputed company to a career in financial planning. This role centers on three focus areas: Administrative & Scheduling Support You’ll play a central role in supporting both clients and planners by keeping schedules and operations running smoothly. Manage scheduling through reputed company for the team, including reminders and nudges. reputed company direct support to reputed company and Associate Planners. Act as the first reputed company of contact for certain client service needs. CRM & Client Service Calendar The CSR owns the CRM and ensures the client service calendar is managed effectively. Enter and maintain accurate data in the CRM. Track and complete workflows, task management, and audits. Manage the client service calendar, sending reminders for document uploads, reviewing submissions, and completing document audits. Coordinate milestone touches such as birthday messages, congratulatory notes, and sending cards/reputed company cards for significant client events. Billing & Growth Path In addition to supporting billing operations, the CSR role is designed as the first reputed company in the firm’s financial planning career track. Support billing by updating account information and service reputed company. Ensure accuracy in client account records. Serve as an entry-level position that leads to Associate Planner after at least one year. reputed company exposure to the financial planning process with opportunities to learn and grow reputed company the firm. If you are the reputed company of person who: Is highly organized and thrives on details. Enjoys supporting a team and ensuring clients feel cared for. Communicates reputed company and professionally. Wants to start a career in financial planning with a structured growth path. Believes in providing good advice at a fair price. You may be an excellent fit for this role. Benefits and Perks: PTO, health/dental/reputed company/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 dif Apply To This Job