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Working at Root In Their Own Words At Root, we think we have the best job in the world. It's an amazing privilege to gain the trust of our clients, and everyone on our team is committed to honoring that responsibility by serving them well. To accomplish that, we need to wake up on the balls of our feet. We invest heavily into the health and wellness of our employees because delivering on our mission isn't possible without them. Our goal is to grow as much as we can so we can change finance for the better. Do your best work with one of the fastest"‘growing RIAs in the industry and help us transform the lives of countless people. A robust support system to help you develop as a professional and do work you love. You'll have tons of learning and mentorship opportunities with limitless of upward mobility. Our internal training platform, Root University, helps guide your onboarding so you seamlessly integrate with our team. And have fun along the way! The Sequoia System is our proven, systematic service model that keeps you focused on doing your best work for our clients. Our step"‘by"‘step financial planning method helps keep you organized and our clients in the know as they work through the process. The Sequoia System 5% 401(k) match, health insurance, vision, dental, long"‘term disability, life insurance, remote work and flexible schedules, and team gatherings. We value kindness and respect and make it a top priority to take care of each other. "What makes them so special is that they are concerned as much about the human side as the economic side in helping us get to where we want to be." "They are knowledgeable, honest, helpful and everything we hoped for when planning our retirement. We gladly recommend them to anyone who asks." Kelly F. "Root has made such dramatic changes to our long term financial portfolio and for the first time... made my wife and I feel that we can look forward to our future retirement." "They have made automating my finances so easy, and talking to their team for adjustments are done promptly and with ease... I would recommend them to anyone." Our seasoned team produces multiple financial education segments garnering hundreds of thousands of views and listens. Every week dozens of people who reach out to work with us are carefully screened, helping ensure we speak with those who align with our values and are excited to take the next step with us. Location US Remote Employment Type Full time Location Type Remote Department Operations 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. #J-18808-Ljbffr