Client Service Coordinator at Root Financial

About the Role:

Root Financial is seeking a motivated, detail-oriented, and enthusiastic Client Service Coordinator to join our team. This role is designed for professionals with industry experience who are new to Root and eager to expand their knowledge of our systems and processes. While this is an early career role at Root, prior experience in the financial services industry is highly valued.

As a Client Service Coordinator, you will support the entire firm’s client base, assisting with account applications, service-related requests, and operational tasks that ensure efficient and exceptional client service. While you won’t initially be directly client-facing, you will gain hands-on experience working closely with senior team members, preparing you to transition into a Client Service Associate (CSA) role. Once trained, you’ll be ready to take on more complex responsibilities and direct client interactions within your advisory team.

Key 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
  
  

Success Metrics:

• Accuracy of submitted forms and documentation
• Timeliness and throughput of HubSpot ticket resolution
• Contribution to team capacity during coverage periods
• Readiness for transition to the CSA role, as assessed through set milestones and manager 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 high attention to detail
• Ability to work independently while contributing to a team environment
• Positive attitude and commitment to professional growth
• 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
  
  

What You Get:

• Competitive pay, with a base starting at $72k, 10% Bonus Eligibility, and 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 team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.

If you’re ready to grow with Root Financial and build a career supporting our clients and advisors, apply today!

Equal Opportunity Statement

Root Financial is an equal opportunity employer. We welcome applicants of all backgrounds and identities and do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other legally protected status.

If you need assistance or accommodation due to a disability, please contact us as part of your application process.