Responsibilities
- Handle HubSpot support requests following defined procedures and service level agreements
- Support the processing of account onboarding forms, beneficiary modifications, address updates, and similar administrative duties
- Work closely with Client Service Associates to ensure documentation is complete and ready for processing
- Provide backup support during team member absences, such as vacation periods
- Carry out client-related administrative actions and finalize forms once approved by a CSA Lead or Manager
- Demonstrate enthusiasm for learning and continuous improvement to prepare for career progression
Requirements
- High motivation to develop a career in financial services
- Clear and effective communication abilities for teamwork and coordination
- Proactive problem-solving approach with strong focus on accuracy
- Capable of independent work while actively supporting team goals
- Positive mindset and dedication to professional growth in finance
Nice to Have
- Background in financial planning or related field
Benefits
- Base salary starting at $72,000 plus eligibility for a 10% performance bonus
- Employer 401(k) contribution match of 5%
- Comprehensive health coverage including medical, vision, and dental
- Long-term disability and life insurance plans
- Fully remote work environment
- Flexible working hours
- Unlimited paid time off
- Paid parental leave
Compensation
Base salary starts at $72,000 with 10% bonus eligibility and 5% 401(k) match
Work Arrangement
Remote, flexible schedules, available globally
Team
Supports clients and internal teams; collaborates with Client Service Associates; reports to CSA Lead or Manager during final development phase
Other
- 9-month program structured to lead into a Client Service Associate (CSA) role
- Not directly interacting with clients at the start
- Flexible schedules
- Remote work available globally
Benefits
- Root Reset Days: Last Friday of each month off for personal recharge
- Lifestyle Spending Account for wellness and personal benefits
Not specified
