Client Service Coordinator jobs in United States
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Root Financial · 17 hours ago

Client Service Coordinator

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$72K/yr - $72K/yr

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.

FinanceFinancial ServicesWealth Management

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

Qualification

Financial services experienceHubSpotCharles SchwabProactive mindsetCommunication skillsAttention to detailTeam collaboration

Required

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

Preferred

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

Root Financial

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We help you get the most out of life with your money.
dateFounded in 2017
location
Solana Beach, California, USA
people-size51-200 employees
web-link
https://www.rootfinancialpartners.com

Funding

Current Stage
Growth Stage

Leadership Team

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James Conole
Founder
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Company data provided by crunchbase