Note: The job is a remote job and is open to candidates in USA. Root Financial is seeking a motivated, detail-oriented, and enthusiastic Client Service Coordinator to join their team. This role supports the firm’s client base by assisting with account applications and operational tasks, while preparing for a transition into a more client-facing role.
Responsibilities
- Process HubSpot tickets in line with established workflows and service-level agreements
- Prepare and assist with account applications, beneficiary updates, address changes, and other operational tasks
- Collaborate with CSAs to ensure the accuracy and readiness of paperwork and case materials
- Contribute to team capacity during coverage periods (PTO support)
- Execute approved client-facing tasks and independently complete forms during the final development phase, following CSA Lead or Manager sign-off
- Maintain a proactive, positive, and eager-to-learn attitude while building expertise in financial operations
Skills
- Strong desire to learn and grow within the financial services industry
- Excellent communication and interpersonal skills for effective collaboration
- A proactive, solution-oriented mindset and high attention to detail
- Ability to work independently while contributing to a team environment
- Positive attitude and commitment to professional growth
- Experience working with Charles Schwab and HubSpot is highly desired but not required
- Industry knowledge and prior experience in the financial planning industry are preferred
Benefits
- Health insurance, vision, dental, long-term disability, and life insurance
- Completely remote work and flexible schedules
- Unlimited PTO policy
- Parental leave
- Root Reset Days: Take the last Friday of every month off to recharge
- Lifestyle Spending Account for wellness and other benefits
Company Overview
We help you get the most out of life with your money. It was founded in 2017, and is headquartered in Solana Beach, California, USA, with a workforce of 51-200 employees. Its website is https://www.rootfinancialpartners.com.
Apply Now