Client Service Coordinator

About the Role:

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.

As a Client Service Coordinator, you’ll support the entire firm’s client base, assisting in key tasks that help ensure efficient operations and excellent service. While you won’t be directly client-facing initially, you’ll gain valuable experience working on account applications, service-related requests, and supporting senior team members. This role is designed as a 9-month program to help you transition into a Client Service Associate (CSA) position. After the initial period, you’ll be well-versed in Root’s systems and processes, ready to take on direct client interaction and more complex responsibilities within your advisory team.

Key Responsibilities:

• Process HubSpot tickets in line with established workflows and SLAs

• Prepare and assist with account applications, beneficiary updates, address changes, and other tasks

• Collaborate with CSAs to ensure the readiness of paperwork

• Contribute to team capacity during coverage periods (e.g., during CSA PTO)

• Execute approved client-facing tasks and independently complete forms during final development phase (after sign-off from a CSA Lead or Manager)

• Maintain a positive, eager-to-learn attitude while honing skills for future advancement

Success Metrics:

• Accuracy of submitted forms and documentation

• Timeliness and throughput of HubSpot ticket resolution

• Contribution to team capacity during coverage periods

• Readiness for promotion to the CSA role as assessed through milestones and feedback
  

What We’re Looking For:

• 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)
  

What You Get:

• Competitive pay, with a base starting at $72k and 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
  

Why Root Financial?

Root Financial is committed to developing our team members into knowledgeable, skilled professionals. You’ll be part of a supportive, collaborative team that values growth, career development, and offers opportunities for advancement within the organization.

If you’re ready to take the first step in your financial services career and become part of a forward-thinking company, apply today!