[Remote] Client Service Coordinator
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