Description:
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)
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