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","accountId","84583718","DS Financial Strategies","https://www.indeed.com/viewjob?jk=a112e1362a513eab","location",{"_433":434,"_435":436},"createdAt","2026-07-27T14:44:17.889314171Z","2026-08-22T15:22:23.620401085Z","2026-07-20T00:00:00Z","2026-09-21T00:00:00Z","status","active","isDiscoverable","isSearchable","isSpotlight","isDraft","careerSkills",[388,389,390,391,392,393,394,395,396,397,398,399,400,401],"requiredEducation","na",46800,"isEmailRequired","isPhoneRequired","titleSearch","Patient Financial Services Coordinators","hybrid","wage10thPercentileHourly",38.41538461538462,"wage30thPercentileHourly",45.041826923076925,"wage50thPercentileHourly",53.18701923076923,"growthRateFiveYear",0.031,"payGrowthScore",100,"jobSecurityScore",60.56863524655439,"compositeScore",80.28431762327719,"compositeLowConfidence","county","42091","state","42","citySlug","king-of-prussia","stateSlug","pa","occupationSlug","operations-manager-or-supervisor","careerAreaSlug",[387],"eduLevelsName",[330],"lotCareerAreaName",[386],"lotOccupationName",[385],"lotSpecializedOccupation",[384],"isCanonical","canonicalSlug","canonicalSitemapPath","groupLocations",[381],{"_77":378,"_79":379},{"_65":336,"_113":139},{"_81":203,"_82":52,"_83":380},"No prior work experience is required; the posting lists only preferred experience and no degree or license prerequisites.",{"_382":241,"_354":359,"_383":305,"_35":306,"_51":52,"_45":313,"_69":127},"city","jobId","11191413","Operations Manager / Supervisor","Business","business",{"_402":431,"_404":432,"_406":-5},{"_402":429,"_404":430,"_406":-5},{"_402":427,"_404":428,"_406":-5},{"_402":425,"_404":426,"_406":-5},{"_402":423,"_404":424,"_406":-5},{"_402":421,"_404":422,"_406":-5},{"_402":419,"_404":420,"_406":-5},{"_402":417,"_404":418,"_406":-5},{"_402":415,"_404":416,"_406":-5},{"_402":413,"_404":414,"_406":-5},{"_402":411,"_404":412,"_406":-5},{"_402":409,"_404":410,"_406":-5},{"_402":407,"_404":408,"_406":-5},{"_402":403,"_404":405,"_406":-5},"code","KS1238J5Z67LVF879RRH","value","Email Marketing","proficiency","KS123Y170CZM0V5Z3XXB","Financial Services","KS1217P66NK6BW72M9FH","Customer Relationship Management","KS127D361PF0FTXDZ7C4","Operations","KS124QR6F19BX4WPMW1H","Marketing","ES2F712D74818EF2888E","Administrative Support","ES8F73CC75C618D72F72","Sales Prospecting","KS123YH6YZ1G0PZVVJW1","Financial Planning","ESEB1D4619E6E83A061D","Planning","KS121Z2775J1MHNJ03HM","Client Services","KS122556LMQ829GZCCRV","Communication","KS1280B68GD79P4WMVYW","Presentations","KS121Z26S4VJLQ1WXN21","Customer Service","KSQPGV2XZO8UMNCC49LK","Detail Oriented","lat",40.1012856,"lon",-75.3835525,"preloadedState",{"_895":896,"_897":898,"_899":900,"_901":902},{"_894":24},"learnerProfile","statsigBootstrap","{\"feature_gates\":{\"1051929575\":{\"name\":\"1051929575\",\"rule_id\":\"4ACRYZQATYyYM9xw8AHTGL\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3381168580\":{\"name\":\"3381168580\",\"rule_id\":\"1s0tvbCO5ioqg4eXSJDK4e:50.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1896186400\":{\"name\":\"1896186400\",\"rule_id\":\"qt72B0rkWi96bpCMXIpcg\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"4068263545\":{\"name\":\"4068263545\",\"rule_id\":\"736g712OYDBE9Wt0TiEoE6:100.00:9\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1212282567\":{\"name\":\"1212282567\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1865400435\":{\"name\":\"1865400435\",\"rule_id\":\"3psH6NhgLYCK9ZjgvAjzAm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2679797355\":{\"name\":\"2679797355\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3925450214\":{\"name\":\"3925450214\",\"rule_id\":\"d2UuNqbLF1sea9LVvShlS:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"4212168725\":{\"name\":\"4212168725\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1608580799\":{\"name\":\"1608580799\",\"rule_id\":\"30LXAjGMh8uhuKSQOjw9Zd\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1867875410\":{\"name\":\"1867875410\",\"rule_id\":\"1KDJU0Z08247rkTLR5qpS8:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1660322309\":{\"name\":\"1660322309\",\"rule_id\":\"1lxCXwbeeEdg8DJbuL2Xsw\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2191373427\":{\"name\":\"2191373427\",\"rule_id\":\"1N0Cce1uwb3QZltlw5F48y:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"4139579230\":{\"name\":\"4139579230\",\"rule_id\":\"RbpkdeQQy7MYwZsfMnq5l:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2873377340\":{\"name\":\"2873377340\",\"rule_id\":\"1BSuj1ZkoN7dO8TTiB9RCf\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3076862121\":{\"name\":\"3076862121\",\"rule_id\":\"2Vi9QHWxRTvJks783IVVP9:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"612239029\":{\"name\":\"612239029\",\"rule_id\":\"69XSFMJl2CEpaAeAbRUFtB\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"88647992\":{\"name\":\"88647992\",\"rule_id\":\"7Bq6Yr0VObhI533YiKSH4g:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1551224207\":{\"name\":\"1551224207\",\"rule_id\":\"Evv169XZO4Lpdqvg5Td7P:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3712733927\":{\"name\":\"3712733927\",\"rule_id\":\"1gWHYV1nPTxU1iQWBzt7sH\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"357169355\":{\"name\":\"357169355\",\"rule_id\":\"3cbU3U7ySOFEXeDp2YVMTo\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1235551158\":{\"name\":\"1235551158\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"512472402\":{\"name\":\"512472402\",\"rule_id\":\"3hAm10p9ACCkukn5bzuqqn\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1685639577\":{\"name\":\"1685639577\",\"rule_id\":\"7Hp9WvDxtXp0NERAI0bDjc\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1988463243\":{\"name\":\"1988463243\",\"rule_id\":\"5uOAYlehvTQApItuBDrlIp:100.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"621936954\":{\"name\":\"621936954\",\"rule_id\":\"5arib1ssfs8Zqr1c2kDQTY:100.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3984815646\":{\"name\":\"3984815646\",\"rule_id\":\"7an3Kzm1Uz9oCin2zzMd3v:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"1013876983\":{\"name\":\"1013876983\",\"rule_id\":\"5UcYisherysXy4aYLnIrrR\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3176969473\":{\"name\":\"3176969473\",\"rule_id\":\"3Dr83mVC42ZvIRZcMRhvrf\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"452380100\":{\"name\":\"452380100\",\"rule_id\":\"51rJLN7FbcDF8U8DnxSsz0\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"827105181\":{\"name\":\"827105181\",\"rule_id\":\"1ZOyF3jNBpxgYwnQMgtw0r:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"2939121896\":{\"name\":\"2939121896\",\"rule_id\":\"4QTA5VIW8QWhxfDAjlO4av:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"2391574571\":{\"name\":\"2391574571\",\"rule_id\":\"4Oeii4dEa0qgQbnaLeWpVm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1809849743\":{\"name\":\"1809849743\",\"rule_id\":\"5UE13Dq1imLgbmI6SrW4st\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1579488973\":{\"name\":\"1579488973\",\"rule_id\":\"6sBW4R11t0ICNaOywRdTNs\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3702157961\":{\"name\":\"3702157961\",\"rule_id\":\"49VCRQzU3V4TVyAsQy0XmP:0.00:6\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3133954998\":{\"name\":\"3133954998\",\"rule_id\":\"ihLqSao0W7EJoaULoKLWB:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"419022013\":{\"name\":\"419022013\",\"rule_id\":\"6Fu8B8MX4MQjmq32PUdd7E:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3039458390\":{\"name\":\"3039458390\",\"rule_id\":\"5SrGI7sriLb49nW9jenfem:100.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"2964530023\":{\"name\":\"2964530023\",\"rule_id\":\"1GmwZwWEuC5BBqZz9mqKNG:0.00:2\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"1736670698\":{\"name\":\"1736670698\",\"rule_id\":\"2Ji5m1q9wJv0gi0M9VnsCF\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3315981121\":{\"name\":\"3315981121\",\"rule_id\":\"4HHokWdZWryp2PFtEo6Ebv:0.00:3\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"3557635766\":{\"name\":\"3557635766\",\"rule_id\":\"66l0cE7Hp6bz3AxGzkJ52C:100.00:1\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":true},\"3005498566\":{\"name\":\"3005498566\",\"rule_id\":\"3c8yBFeqU12a5ymtsUyebQ\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false},\"15146329\":{\"name\":\"15146329\",\"rule_id\":\"6QA1Bdf3RtMstSQa9UIUvY\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":false}},\"dynamic_configs\":{\"3559441793\":{\"name\":\"3559441793\",\"rule_id\":\"3iv7Qwu4KrgWC4rbIUZdvM-3iv7QuP2i97siETg7N3AcK\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"version\":\"1.0\",\"feature_flag\":\"profile_edit_v2\",\"treatment\":\"alpha\",\"layout\":{\"location\":{\"alpha\":{\"title\":\"Update Status\",\"screenHeader\":\"Update Status\",\"fields\":[{\"type\":\"text\",\"key\":\"location\",\"label\":\"Location\",\"placeholder\":\"Enter your location\"}]},\"beta\":{\"screenHeader\":\"Update Location\",\"fields\":[{\"type\":\"text\",\"key\":\"location\",\"label\":\"Location\",\"placeholder\":\"Enter your location\"}]}},\"bio\":{\"alpha\":{\"title\":\"Update Bio\",\"screenHeader\":\"Update Bio\",\"fields\":[{\"type\":\"text\",\"key\":\"bio\",\"label\":\"Bio\",\"placeholder\":\"Enter your bio\"}]},\"beta\":{\"screenHeader\":\"Update Bio Beta\",\"fields\":[{\"type\":\"text\",\"key\":\"bio\",\"label\":\"Bio\",\"placeholder\":\"Enter your bio\"}]}},\"interests\":{\"alpha\":{\"title\":\"Update Interests\",\"screenHeader\":\"Update Interests\",\"fields\":[{\"type\":\"text\",\"key\":\"interests\",\"label\":\"Interests\",\"placeholder\":\"Enter your interests\"}]},\"beta\":{\"screenHeader\":\"Update Interests\",\"fields\":[{\"type\":\"text\",\"key\":\"interests\",\"label\":\"Interests\",\"placeholder\":\"Enter your interests\"}]}},\"skillsLanguages\":{\"alpha\":{\"title\":\"Update Skills & Languages\",\"screenHeader\":\"Update Skills & Languages\",\"fields\":[{\"type\":\"text\",\"key\":\"skillsLanguages\",\"label\":\"Skills & Languages\",\"placeholder\":\"Enter your skills & languages\"}]},\"beta\":{\"screenHeader\":\"Update Skills & Languages\",\"fields\":[{\"type\":\"text\",\"key\":\"skillsLanguages\",\"label\":\"Skills & Languages\",\"placeholder\":\"Enter your skills & languages\"}]}},\"education\":{\"alpha\":{\"title\":\"Update Education\",\"screenHeader\":\"Update Education\",\"fields\":[{\"type\":\"text\",\"key\":\"education\",\"label\":\"Education\",\"placeholder\":\"Enter your education\"}]},\"beta\":{\"screenHeader\":\"Update Education\",\"fields\":[{\"type\":\"text\",\"key\":\"education\",\"label\":\"Education\",\"placeholder\":\"Enter your education\"}]}},\"experience\":{\"alpha\":{\"title\":\"Update Experience\",\"screenHeader\":\"Update Experience\",\"fields\":[{\"type\":\"text\",\"key\":\"experience\",\"label\":\"Experience\",\"placeholder\":\"Enter your experience\"}]},\"beta\":{\"screenHeader\":\"Update Experience\",\"fields\":[{\"type\":\"text\",\"key\":\"experience\",\"label\":\"Experience\",\"placeholder\":\"Enter your experience\"}]}},\"activities\":{\"alpha\":{\"title\":\"Add Activity\",\"screenHeader\":\"Add Activity\",\"fields\":[{\"type\":\"text\",\"key\":\"activities\",\"label\":\"Activities\",\"placeholder\":\"Enter your activities\"}]},\"beta\":{\"screenHeader\":\"Add Activity\",\"fields\":[{\"type\":\"text\",\"key\":\"activities\",\"label\":\"Activities\",\"placeholder\":\"Enter your activities\"}]}},\"accomplishments\":{\"alpha\":{\"title\":\"Update Accomplishments\",\"screenHeader\":\"Update Accomplishments\",\"fields\":[{\"type\":\"text\",\"key\":\"accomplishments\",\"label\":\"Accomplishments\",\"placeholder\":\"Enter your accomplishments\"}]}},\"beta\":{\"screenHeader\":\"Update Accomplishments\",\"fields\":[{\"type\":\"text\",\"key\":\"accomplishments\",\"label\":\"Accomplishments\",\"placeholder\":\"Enter your accomplishments\"}]}}},\"is_device_based\":false,\"passed\":true},\"2374213830\":{\"name\":\"2374213830\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{},\"is_device_based\":false,\"is_experiment_active\":false,\"is_user_in_experiment\":false},\"3393096890\":{\"name\":\"3393096890\",\"rule_id\":\"ZZuKDQhs76uNu7onAosZR:100.00:2-ZZuKCbeZOX0u4zsMssPGP\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"min_version\":\"1.1.6\"},\"is_device_based\":false,\"passed\":true},\"558616907\":{\"name\":\"558616907\",\"rule_id\":\"7bUbyVUILCm7wqWqpyi5do-7bUbyUfGjkcDd1ouOqmrUm\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"explore_opportunities\":{\"order\":1,\"component\":\"explore_opportunities\",\"sub_components\":[{\"component\":\"jobs\",\"configs\":{\"id\":1,\"title\":\"Jobs & Internships\",\"listType\":\"jobs\"}},{\"component\":\"careers\",\"configs\":{\"id\":2,\"title\":\"Career Navigator\",\"listType\":\"careers\"}},{\"component\":\"courses\",\"configs\":{\"id\":3,\"title\":\"Courses\",\"listType\":\"courses\"}},{\"component\":\"scholarships\",\"configs\":{\"id\":4,\"title\":\"Scholarships\",\"listType\":\"scholarships\"}}]},\"explore_search\":{\"order\":2,\"component\":\"explore_search\"},\"explore_list\":{\"order\":3,\"component\":\"explore_list\"}},\"is_device_based\":false,\"passed\":true},\"151910433\":{\"name\":\"151910433\",\"rule_id\":\"3Rd1Ri5XBQIglfMEwjIkG7:100.00:3-3Rd1RgqV9yyM1QeIVbMHn5\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"createPost\":{\"id\":\"create_post\",\"component\":\"create_post\",\"order\":1},\"feedSelect\":{\"id\":\"feed_select\",\"component\":\"feed_select\",\"order\":2},\"newsFeed\":{\"id\":\"news_feed\",\"component\":\"news_feed\",\"order\":3}},\"is_device_based\":false,\"passed\":true},\"2431912394\":{\"name\":\"2431912394\",\"rule_id\":\"prestart\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{},\"is_device_based\":false,\"is_experiment_active\":false,\"is_user_in_experiment\":false},\"2811707873\":{\"name\":\"2811707873\",\"rule_id\":\"1qB3cKolYTho7KCZitHlbv:100.00:5-1qAYSILd5gXFsDKMwDP8LX\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"version\":\"2.0\",\"layout\":{\"id\":\"profile_layout_v2\",\"feature_flag\":\"profile_layout_v2\",\"section_groups\":[{\"title\":\"Personal\",\"sections\":[{\"id\":\"bio_card\",\"type\":\"bio_card\",\"order\":1,\"component\":\"BioCardV2\",\"config\":{\"title\":\"Bio\",\"screenName\":\"profile__bio\",\"fields\":[{\"id\":\"bio_text\",\"type\":\"text\",\"value\":\"\",\"textType\":\"regular16\",\"color\":\"secondary\"}]}},{\"id\":\"interests_card\",\"type\":\"interests_card\",\"order\":2,\"component\":\"InterestsCardV2\",\"config\":{\"title\":\"Interests\",\"screenName\":\"profile__interests\",\"fields\":[{\"id\":\"industry_interests\",\"type\":\"badge_group\",\"title\":\"Industry Interests\",\"textType\":\"header3\",\"badgeColor\":\"purple-200\",\"items\":[]},{\"id\":\"career_interests\",\"type\":\"badge_group\",\"title\":\"Career Interests\",\"badgeColor\":\"coral-200\",\"items\":[]}]}},{\"id\":\"skills_languages_card\",\"type\":\"skills_languages_card\",\"order\":3,\"component\":\"SkillsLanguagesCardV2\",\"config\":{\"title\":\"Skills & Languages\",\"screenName\":\"profile__skills_languages\",\"fields\":[{\"id\":\"skills\",\"type\":\"badge_group\",\"title\":\"Skills\",\"badgeColor\":\"green-300\",\"items\":[]},{\"id\":\"languages\",\"type\":\"badge_group\",\"title\":\"Languages\",\"badgeColor\":\"blue-300\",\"items\":[]}]}},{\"id\":\"education_card\",\"type\":\"education_card\",\"order\":4,\"component\":\"EducationCardV2\",\"config\":{\"title\":\"Education\",\"screenName\":\"profile__education\",\"fields\":[{\"id\":\"education_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"experience_card\",\"type\":\"experience_card\",\"order\":5,\"component\":\"ExperienceCardV2\",\"config\":{\"title\":\"Experience\",\"screenName\":\"profile__experience\",\"fields\":[{\"id\":\"experience_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"activities_card\",\"type\":\"activities_card\",\"order\":6,\"component\":\"ActivitiesCardV2\",\"config\":{\"title\":\"Activities\",\"screenName\":\"profile__activities\",\"fields\":[{\"id\":\"activities_items\",\"type\":\"list_item\",\"items\":[]}]}},{\"id\":\"accomplishments_card\",\"type\":\"accomplishments_card\",\"order\":7,\"component\":\"AccomplishmentsCardV2\",\"config\":{\"title\":\"Accomplishments\",\"screenName\":\"profile__accomplishments\",\"fields\":[{\"id\":\"accomplishments_items\",\"type\":\"list_item\",\"items\":[]}]}}]}]},\"themes\":{\"default\":{\"spacing\":{\"card_gap\":16,\"section_padding\":20},\"colors\":{\"background\":\"#FFFFFF\",\"card_background\":\"#FFFFFF\",\"primary_text\":\"#000000\",\"secondary_text\":\"#666666\"}}}},\"is_device_based\":false,\"passed\":true},\"4194336348\":{\"name\":\"4194336348\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"treatment\":\"beta\"},\"is_device_based\":false,\"passed\":false},\"4044382156\":{\"name\":\"4044382156\",\"rule_id\":\"1OE6OllbaUoNF7xuo9O3B7:100.00:2-1OE6OjG8ICfjlHZyN1Sqi5\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"storyFeed\":{\"id\":\"story_feed\",\"component\":\"story_feed\",\"order\":1,\"enabled\":false},\"tipsVideo\":{\"id\":\"tips_video\",\"component\":\"tips_video\",\"order\":2,\"enabled\":false},\"profileProgress\":{\"id\":\"profile_progress\",\"component\":\"profile_progress\",\"order\":3,\"enabled\":true},\"myCareers\":{\"id\":\"my_careers\",\"component\":\"my_careers\",\"order\":4,\"enabled\":true},\"myVibe\":{\"id\":\"my_vibe\",\"component\":\"my_vibe\",\"order\":5,\"enabled\":true},\"newsFeed\":{\"id\":\"news_feed\",\"component\":\"news_feed\",\"order\":6,\"enabled\":true}},\"is_device_based\":false,\"passed\":true},\"2400943617\":{\"name\":\"2400943617\",\"rule_id\":\"default\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"colors\":{\"brand\":\"#23395B\",\"white\":\"#FFFFFF\",\"offWhite\":\"#FFF4F42\",\"baseBackground\":\"#fafcff\",\"borderBackground\":\"#e0e0e0\",\"danger\":\"#d12428\",\"success\":\"#02730f\",\"warning\":\"#FCE118\",\"info\":\"#E4F8FF\",\"darkBackground\":\"#010318\",\"lightBackground\":\"#F4F4F4\",\"dark\":\"#202020\",\"altBackground\":\"#9c9c9c\",\"gray\":\"#8a8a8a\",\"gray20\":\"#005807\",\"gray40\":\"#616161\",\"gray70\":\"#797979\",\"transparent\":\"transparent\",\"opaque\":\"rgba(0,0,0,0.1)\",\"forestGreen\":\"#005807\",\"gold\":\"#F2AC1C\",\"lightBlue\":\"#d9e9fc\",\"paceBlue\":\"#CFDEE7\",\"yellow\":\"#fff703\",\"clay\":\"#967D44\"}},\"is_device_based\":false,\"passed\":false},\"2750779937\":{\"name\":\"2750779937\",\"rule_id\":\"1cPTrX2qRpR15UBnKPMXhe:100.00:2-1cPTrVnop7HwMv3s9HRjYc\",\"secondary_exposures\":[],\"id_type\":\"userID\",\"value\":{\"enabled\":true},\"is_device_based\":false,\"passed\":true}},\"layer_configs\":{},\"time\":1786564332991,\"has_updates\":true,\"hash_used\":\"djb2\",\"user\":{\"userID\":\"ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08\",\"customIDs\":{\"stableID\":\"ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08\"},\"custom\":{\"talloUid\":\"ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08\"},\"statsigEnvironment\":{\"tier\":\"production\"}},\"sdkInfo\":{\"sdkType\":\"statsig-server-core-node\",\"sessionId\":\"cd2e24ad-694f-4191-ae3d-01348de24e1b\",\"sdkVersion\":\"0.12.1\"},\"sdkParams\":{},\"evaluated_keys\":{\"stableID\":\"ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08\",\"userID\":\"ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08\"},\"param_stores\":{},\"can_record_session\":true,\"session_recording_rate\":1.0,\"recording_blocked\":false}","statsigUser",{"_479":882,"_883":-7,"_884":885,"_886":887,"_888":889},"statsigSSR",{"_447":448,"_449":450},"gates",{"_837":24,"_838":52,"_839":52,"_840":52,"_841":52,"_842":24,"_843":24,"_844":52,"_845":24,"_846":52,"_847":24,"_848":24,"_849":24,"_850":52,"_851":52,"_852":24,"_853":24,"_854":24,"_855":24,"_856":24,"_857":24,"_858":52,"_859":24,"_860":52,"_861":52,"_862":24,"_863":24,"_864":24,"_865":52,"_866":24,"_867":24,"_868":52,"_869":52,"_870":52,"_871":24,"_872":24,"_873":52,"_874":52,"_875":24,"_876":24,"_877":52,"_878":52,"_879":52,"_880":24,"_881":24},"configs",{"_451":452,"_453":454,"_455":456,"_457":458,"_459":460,"_461":462,"_463":464,"_465":466,"_467":468,"_469":470,"_471":472},"151910433",{"_473":451,"_474":827,"_476":828,"_478":479,"_404":829,"_481":24,"_482":52},"558616907",{"_473":453,"_474":799,"_476":800,"_478":479,"_404":801,"_481":24,"_482":52},"2374213830",{"_473":455,"_474":742,"_476":797,"_478":479,"_404":798,"_481":24,"_745":24,"_746":24},"2400943617",{"_473":457,"_474":475,"_476":747,"_478":479,"_404":748,"_481":24,"_482":24},"2431912394",{"_473":459,"_474":742,"_476":743,"_478":479,"_404":744,"_481":24,"_745":24,"_746":24},"2750779937",{"_473":461,"_474":739,"_476":740,"_478":479,"_404":741,"_481":24,"_482":52},"2811707873",{"_473":463,"_474":621,"_476":622,"_478":479,"_404":623,"_481":24,"_482":52},"3393096890",{"_473":465,"_474":616,"_476":617,"_478":479,"_404":618,"_481":24,"_482":52},"3559441793",{"_473":467,"_474":511,"_476":512,"_478":479,"_404":513,"_481":24,"_482":52},"4044382156",{"_473":469,"_474":485,"_476":486,"_478":479,"_404":487,"_481":24,"_482":52},"4194336348",{"_473":471,"_474":475,"_476":477,"_478":479,"_404":480,"_481":24,"_482":24},"name","rule_id","default","secondary_exposures",[],"id_type","userID",{"_483":484},"is_device_based","passed","treatment","beta","1OE6OllbaUoNF7xuo9O3B7:100.00:2-1OE6OjG8ICfjlHZyN1Sqi5",[],{"_488":489,"_490":491,"_492":493,"_494":495,"_496":497,"_498":499},"storyFeed",{"_33":510,"_501":510,"_502":72,"_504":24},"tipsVideo",{"_33":509,"_501":509,"_502":216,"_504":24},"profileProgress",{"_33":507,"_501":507,"_502":508,"_504":52},"myCareers",{"_33":506,"_501":506,"_502":111,"_504":52},"myVibe",{"_33":505,"_501":505,"_502":229,"_504":52},"newsFeed",{"_33":500,"_501":500,"_502":503,"_504":52},"news_feed","component","order",6,"enabled","my_vibe","my_careers","profile_progress",3,"tips_video","story_feed","3iv7Qwu4KrgWC4rbIUZdvM-3iv7QuP2i97siETg7N3AcK",[],{"_514":515,"_516":517,"_483":518,"_519":520},"version","1.0","feature_flag","profile_edit_v2","alpha","layout",{"_314":521,"_522":523,"_524":525,"_526":527,"_528":529,"_530":531,"_532":533,"_534":535,"_484":536},{"_518":606,"_484":607},"bio",{"_518":596,"_484":597},"interests",{"_518":587,"_484":588},"skillsLanguages",{"_518":578,"_484":579},"education",{"_518":569,"_484":570},"experience",{"_518":560,"_484":561},"activities",{"_518":551,"_484":552},"accomplishments",{"_518":548},{"_537":538,"_539":540},"screenHeader","Update Accomplishments","fields",[541],{"_39":542,"_543":534,"_544":545,"_546":547},"text","key","label","Accomplishments","placeholder","Enter your accomplishments",{"_37":538,"_537":538,"_539":549},[550],{"_39":542,"_543":534,"_544":545,"_546":547},{"_37":553,"_537":553,"_539":558},{"_537":553,"_539":554},"Add Activity",[555],{"_39":542,"_543":532,"_544":556,"_546":557},"Activities","Enter your activities",[559],{"_39":542,"_543":532,"_544":556,"_546":557},{"_37":562,"_537":562,"_539":567},{"_537":562,"_539":563},"Update Experience",[564],{"_39":542,"_543":530,"_544":565,"_546":566},"Experience","Enter your experience",[568],{"_39":542,"_543":530,"_544":565,"_546":566},{"_37":571,"_537":571,"_539":576},{"_537":571,"_539":572},"Update Education",[573],{"_39":542,"_543":528,"_544":574,"_546":575},"Education","Enter your education",[577],{"_39":542,"_543":528,"_544":574,"_546":575},{"_37":580,"_537":580,"_539":585},{"_537":580,"_539":581},"Update Skills & Languages",[582],{"_39":542,"_543":526,"_544":583,"_546":584},"Skills & Languages","Enter your skills & languages",[586],{"_39":542,"_543":526,"_544":583,"_546":584},{"_37":589,"_537":589,"_539":594},{"_537":589,"_539":590},"Update Interests",[591],{"_39":542,"_543":524,"_544":592,"_546":593},"Interests","Enter your interests",[595],{"_39":542,"_543":524,"_544":592,"_546":593},{"_37":603,"_537":603,"_539":604},{"_537":598,"_539":599},"Update Bio Beta",[600],{"_39":542,"_543":522,"_544":601,"_546":602},"Bio","Enter your bio","Update Bio",[605],{"_39":542,"_543":522,"_544":601,"_546":602},{"_37":613,"_537":613,"_539":614},{"_537":608,"_539":609},"Update Location",[610],{"_39":542,"_543":314,"_544":611,"_546":612},"Location","Enter your location","Update Status",[615],{"_39":542,"_543":314,"_544":611,"_546":612},"ZZuKDQhs76uNu7onAosZR:100.00:2-ZZuKCbeZOX0u4zsMssPGP",[],{"_619":620},"min_version","1.1.6","1qB3cKolYTho7KCZitHlbv:100.00:5-1qAYSILd5gXFsDKMwDP8LX",[],{"_514":624,"_519":625,"_626":627},"2.0",{"_33":644,"_516":644,"_645":646},"themes",{"_475":628},{"_629":630,"_631":632},"spacing",{"_640":641,"_642":643},"colors",{"_633":634,"_635":634,"_636":637,"_638":639},"background","#FFFFFF","card_background","primary_text","#000000","secondary_text","#666666","card_gap",16,"section_padding",20,"profile_layout_v2","section_groups",[647],{"_37":648,"_649":650},"Personal","sections",[651,652,653,654,655,656,657],{"_33":729,"_39":729,"_502":72,"_501":730,"_661":731},{"_33":712,"_39":712,"_502":216,"_501":713,"_661":714},{"_33":695,"_39":695,"_502":508,"_501":696,"_661":697},{"_33":687,"_39":687,"_502":111,"_501":688,"_661":689},{"_33":679,"_39":679,"_502":229,"_501":680,"_661":681},{"_33":671,"_39":671,"_502":503,"_501":672,"_661":673},{"_33":658,"_39":658,"_502":659,"_501":660,"_661":662},"accomplishments_card",7,"AccomplishmentsCardV2","config",{"_37":545,"_663":664,"_539":665},"screenName","profile__accomplishments",[666],{"_33":667,"_39":668,"_669":670},"accomplishments_items","list_item","items",[],"activities_card","ActivitiesCardV2",{"_37":556,"_663":674,"_539":675},"profile__activities",[676],{"_33":677,"_39":668,"_669":678},"activities_items",[],"experience_card","ExperienceCardV2",{"_37":565,"_663":682,"_539":683},"profile__experience",[684],{"_33":685,"_39":668,"_669":686},"experience_items",[],"education_card","EducationCardV2",{"_37":574,"_663":690,"_539":691},"profile__education",[692],{"_33":693,"_39":668,"_669":694},"education_items",[],"skills_languages_card","SkillsLanguagesCardV2",{"_37":583,"_663":698,"_539":699},"profile__skills_languages",[700,701],{"_33":708,"_39":703,"_37":709,"_705":710,"_669":711},{"_33":702,"_39":703,"_37":704,"_705":706,"_669":707},"languages","badge_group","Languages","badgeColor","blue-300",[],"skills","Skills","green-300",[],"interests_card","InterestsCardV2",{"_37":592,"_663":715,"_539":716},"profile__interests",[717,718],{"_33":723,"_39":703,"_37":724,"_725":726,"_705":727,"_669":728},{"_33":719,"_39":703,"_37":720,"_705":721,"_669":722},"career_interests","Career Interests","coral-200",[],"industry_interests","Industry Interests","textType","header3","purple-200",[],"bio_card","BioCardV2",{"_37":601,"_663":732,"_539":733},"profile__bio",[734],{"_33":735,"_39":542,"_404":303,"_725":736,"_737":738},"bio_text","regular16","color","secondary","1cPTrX2qRpR15UBnKPMXhe:100.00:2-1cPTrVnop7HwMv3s9HRjYc",[],{"_504":52},"prestart",[],{},"is_experiment_active","is_user_in_experiment",[],{"_631":749},{"_750":751,"_752":634,"_753":754,"_755":756,"_757":758,"_759":760,"_761":762,"_763":764,"_765":766,"_767":768,"_769":770,"_771":772,"_773":774,"_775":776,"_777":778,"_779":780,"_781":782,"_783":783,"_784":785,"_786":778,"_787":788,"_789":790,"_791":792,"_793":794,"_795":796},"brand","#23395B","white","offWhite","#FFF4F42","baseBackground","#fafcff","borderBackground","#e0e0e0","danger","#d12428","success","#02730f","warning","#FCE118","info","#E4F8FF","darkBackground","#010318","lightBackground","#F4F4F4","dark","#202020","altBackground","#9c9c9c","gray","#8a8a8a","gray20","#005807","gray40","#616161","gray70","#797979","transparent","opaque","rgba(0,0,0,0.1)","forestGreen","gold","#F2AC1C","lightBlue","#d9e9fc","paceBlue","#CFDEE7","yellow","#fff703","clay","#967D44",[],{},"7bUbyVUILCm7wqWqpyi5do-7bUbyUfGjkcDd1ouOqmrUm",[],{"_802":803,"_804":805,"_806":807},"explore_opportunities",{"_502":72,"_501":802,"_808":809},"explore_search",{"_502":216,"_501":804},"explore_list",{"_502":508,"_501":806},"sub_components",[810,811,812,813],{"_501":824,"_449":825},{"_501":821,"_449":822},{"_501":818,"_449":819},{"_501":814,"_449":815},"scholarships",{"_33":111,"_37":816,"_817":814},"Scholarships","listType","courses",{"_33":508,"_37":820,"_817":818},"Courses","careers",{"_33":216,"_37":823,"_817":821},"Career Navigator","jobs",{"_33":72,"_37":826,"_817":824},"Jobs & Internships","3Rd1Ri5XBQIglfMEwjIkG7:100.00:3-3Rd1RgqV9yyM1QeIVbMHn5",[],{"_830":831,"_832":833,"_498":834},"createPost",{"_33":836,"_501":836,"_502":72},"feedSelect",{"_33":835,"_501":835,"_502":216},{"_33":500,"_501":500,"_502":508},"feed_select","create_post","15146329","88647992","357169355","419022013","452380100","512472402","612239029","621936954","827105181","1013876983","1051929575","1212282567","1235551158","1551224207","1579488973","1608580799","1660322309","1685639577","1736670698","1809849743","1865400435","1867875410","1896186400","1988463243","2191373427","2391574571","2679797355","2873377340","2939121896","2964530023","3005498566","3039458390","3076862121","3133954998","3176969473","3315981121","3381168580","3557635766","3702157961","3712733927","3925450214","3984815646","4068263545","4139579230","4212168725","ae10cca5-f8eb-4dd5-b8e7-b6e53dbcca08","email","custom",{"_893":882},"customIDs",{"_892":882},"statsigEnvironment",{"_890":891},"tier","production","stableID","talloUid","isAuthenticated","userAndSession",{"_14":992,"_440":-5,"_993":24,"_994":995,"_996":997},"courseSearch",{"_818":941,"_942":203,"_943":944,"_945":203,"_946":-5,"_947":-5,"_948":-5,"_910":24,"_949":24,"_13":-5,"_950":951,"_952":-5,"_953":954,"_955":956,"_957":958},"careerNavigatorSlice",{"_314":926,"_927":303,"_928":929,"_930":931,"_932":52,"_933":52,"_934":-5,"_935":936},"caapCareerSearch",{"_494":24,"_903":303,"_904":905,"_906":907,"_908":909,"_910":24,"_911":-5,"_912":24,"_913":914},"searchValue","searchResult",[],"comparisonData",[],"searchFilters",{"_915":916,"_917":303,"_918":303,"_919":920,"_921":922,"_923":924,"_925":203},"isLoading","comparisonError","shouldOpenTray","traitSpecificCareers",{},"selectedHub",[],"selectedEarning","selectedEducation","sortByField","name.keyword","sortOrder","asc","pageSize",10,"from",{"_33":937,"_473":938,"_39":939,"_940":303},"locationString","defaultLocation",{"_33":937,"_473":938,"_39":939,"_940":303},"scholarshipLocation",{"_33":937,"_473":938,"_39":939,"_940":303},"loadingLocation","loadingCaapAssessmentResults","caapAssessmentResult","industryPreference",[],"0","United States (Default)","nation","highlight",[],"totalCount","filters",{"_959":303,"_960":24,"_961":24,"_962":24,"_963":24,"_964":24,"_965":24,"_966":24,"_967":24,"_968":969,"_970":971,"_972":973,"_702":974,"_975":976,"_977":978,"_979":980,"_981":-5,"_982":24,"_983":984,"_985":203,"_923":643,"_986":987,"_988":989},"activeFiltersCount","filterCounts","appliedFilters","sortInfo","isLoadingMore","favoriteCourseIds",[],"lastSearchTimestamp","prefetchedPages",[],"prefetchingPages",[],"prefetchedCourses",{},"searchQuery","withCertificate","isFree","withFreeCertificate","isUniversity","showSavedOnly","isBeginner","isIntermediate","isAdvanced","topLevelSubjects",[],"institutions",[],"subjects",[],[],"providers",[],"durationBuckets",[],"duration",{"_990":-5,"_991":-5},"language","hasSubtitles","subtitleLanguages",[],"page","sortColumn","created","sortBy","desc","min","max",{"_1003":24,"_894":24},"isOnboardingComplete","onboardingResume",{"_1001":24,"_1002":-5},"emailUpdateModal",{"_998":24,"_999":303,"_1000":303},"open","newEmail","password","checked","resumeUrl","oktaChecked"]

Find Jobs

Client Services & Operations Coordinator-Financial Plnning Firm