Root Financial is hiring a Client Service Coordinator

Root Financial is seeking a Client Service Coordinator for an entry-level, 9-month program designed to transition you into a Client Service Associate position. In this critical operational role, you will support our firm's clients and colleagues by managing service-related requests and gaining hands-on experience in financial services workflows.

What You'll Do

• Process HubSpot tickets in line with established workflows and SLAs.
• Prepare and assist with account applications, beneficiary updates, address changes, and other service tasks.
• Collaborate with Client Service Associates to ensure paperwork readiness.
• Contribute to team capacity during coverage periods, such as during colleague PTO.
• Execute approved client-facing tasks and independently complete forms during the final development phase.
• Maintain a positive, eager-to-learn attitude while honing skills for future advancement.

What We're Looking For

• A 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.

Nice to Have

• Prior experience in the financial planning industry.

Technical Stack

• HubSpot

Team & Environment

You will support the entire firm's client base and senior team members. The role is designed to transition into working directly within an advisory team.

Benefits & Compensation

• Base salary starting at $72k.
• 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.

Work Mode

This is a completely remote position with a global work mode.

Root Financial builds a supportive, collaborative team culture that values growth and career development, committed to developing team members into knowledgeable, skilled professionals.