Client Service Coordinator - Remote

Overview

Root Financial is seeking a motivated, detail-oriented, and enthusiastic Client Service Coordinator to join our team. This entry-level role is perfect for someone eager to begin or expand their knowledge of finance while playing a critical operational role, supporting both clients and colleagues with service-related requests.

In Short

• Assist in processing HubSpot tickets and account applications.
• Collaborate with team members to ensure readiness of paperwork.
• Contribute to team capacity during coverage periods.
• Execute client-facing tasks after approval.
• Maintain a positive attitude while learning and developing skills.
• Metrics include accuracy of forms and timeliness of ticket resolution.
• Strong desire to learn and grow in the financial services industry.
• Excellent communication and interpersonal skills required.
• Proactive mindset and attention to detail are essential.
• Prior experience in financial planning preferred but not required.

Requirements

• 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 attention to detail.
• Ability to work independently while contributing to a team environment.
• A positive attitude and passion for developing professionally in the finance industry.
• Prior experience in the financial planning industry (preferred, but not required).

Benefits

• Competitive pay starting at $72k with 10% bonus eligibility.
• 5% 401(k) match.
• 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.