Company:

DS Financial Strategies Location:

Hybrid (Greater Philadelphia area preferred)

Compensation:

Competitive pay based on experience and qualifications

Hours:

Part-time (20-25 hours/week to start, with potential to grow) About the Role DS Financial Strategies is a boutique financial planning firm specializing in tax-efficient retirement strategies. We are seeking a highly organized, detail-oriented Client Services & Operations Coordinator to support daily operations, client experience, and business growth initiatives. This role is ideal for someone who thrives in a fast-paced environment, enjoys working across multiple areas of a business, and is interested in long-term growth. Key Responsibilities Client Service & Operations Process new business applications and ensure accuracy and completeness Maintain and update client records within CRM (Slant) Assist with account servicing requests and follow-ups Organize and manage client files and documentation Administrative Support Manage calendars, schedule appointments, and coordinate meetings Track and follow up on outstanding tasks and client communications Support day-to-day operations to help maintain efficiency Marketing & Outreach Assist with email campaigns (Snappy Kraken or similar platforms) Help coordinate and execute marketing initiatives Make light prospecting/outreach calls to schedule qualified appointments Workshops & Events Assist with planning and execution of client workshops and events Prepare materials, presentations, and follow-up communications Help ensure a professional and organized client experience Who You Are Highly detail-oriented and organized Proactive and able to manage tasks independently Strong communicator (written and verbal) Comfortable learning and using new technology systems Professional, reliable, and client-focused Able to manage multiple priorities in a fast-paced environment Preferred Experience Experience in financial services, banking, or a professional services firm Familiarity with CRM & Financial Planning systems helpful(Slant & Right Capital) Experience with email marketing platforms (Snappy Kraken a plus) Background in administrative support, operations, or client service (familiar with Schwab) Compensation & Growth $20-$25/hour based on experience Performance-based bonuses tied to appointments booked and business support Opportunity for increased hours and expanded responsibilities over time Why Join DS Financial Strategies? Work with a growing financial planning firm Be part of a business focused on delivering a high-quality client experience Opportunity to develop skills across operations, client service, and marketing Flexible, supportive, and professional environment To Apply Please submit your resume along with a brief note explaining why you would be a strong fit for this role to Dawn@dsfinancialstrategies.com

Pay:

$26.17 - $31.52 per hour

Work Location:

Hybrid remote in King of Prussia, PA 19406