Root Financial

1 open remote positions

Root Financial is committed to developing our team members into knowledgeable, skilled professionals.

🏖️ PTO Distribution (1 of 1 jobs with PTO data)

Unlimited PTO 1 jobs (100%)

✨ Benefits Overview (1 of 1 jobs list additional benefits)

401(k) (1) Dental (1) Disability insurance (1) Health insurance (1) LSA (1) Life insurance (1) Parental leave (1) Vision (1)
Client Service Coordinator
1 week ago

Root Financial is looking for a motivated, detail-oriented, and enthusiastic Client Service Coordinator. This is an entry-level role perfect for someone eager to begin or expand their knowledge of finance while playing a critical operational role, supporting both clients and colleagues. As a Client Service Coordinator, you’ll support the entire firm’s client base, assisting in key tasks that help ensure efficient operations and excellent service.