Root Financial · 1 day ago
Private Wealth Client Service Associate
United States
Full-time
Remote
Mid Level
$90K/yr - $90K/yr
3+ years expRoot Financial is seeking a highly experienced Private Wealth Client Service Associate to join their Private Wealth team. This role focuses on delivering exceptional service to high-net-worth clients, managing account operations, and exceeding client expectations.
FinanceFinancial ServicesWealth Management
Responsibilities
Support Root Financial’s Private Wealth Team and their clients
Open and fund accounts, process ACATs and transfers, and handle client wire requests
Deliver high-touch, white-glove service, anticipating client needs, and exceeding expectations
Manage Schwab accounts with expertise, ensuring accuracy and efficiency in all operations
Support advisors and colleagues with high-level operational tasks while maintaining discretion
Execute approved client-facing tasks with professionalism and attention to detail
Think creatively to solve unique client challenges and provide personalized solutions
Qualification
Required
Minimum of 3 years of relevant high-net-worth client service experience
Extensive Schwab Advisor Center platform knowledge
Exceptional attention to detail and organizational skills
Strong problem-solving skills and the ability to anticipate and creatively address client needs
Preferred
Active series 65 license in good standing, with continuing education requirements up to date
Experience with HubSpot CRM
Knowledge and experience with alternative investments and other complex investment solutions administration
Benefits
Comprehensive health, dental, and vision coverage
5% 401(k) match
Unlimited PTO
Root Reset Days
Parental leave
Lifestyle Spending Account for wellness
Company
Root Financial
We help you get the most out of life with your money.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Conole
Founder & CEO
Company data provided by crunchbase