Root Financial

• Run 20+ Fit Calls per week with inbound prospects • Quickly assess fit based on assets, timeline, goals, and personality • Identify the specific financial pain points driving each prospect's interest • Communicate Root's value proposition with clarity and confidence • Navigate common objections around fees, investment minimums, and timing • Match qualified prospects to the right advisor based on personality, availability, and expertise • Document call notes and next steps in our CRM • Coordinate follow-up with prospects who need more time before moving forward • Disqualify non-fits with care. Every person should leave the conversation feeling heard, regardless of outcome

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description 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 Qualifications - 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 Benefits - 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 Company Description 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role exists to multiply Ari's output, handling the operational and creative support that slows him down today. This is not a traditional executive assistant role. You won't be managing a calendar. You'll be: - Building lead magnets in HubSpot - Pulling clips from long-form recordings - Managing a high-volume inbox - Keeping a set of growth initiatives moving forward The right person is organized, marketing-minded, and thrives in a fast-moving, autonomous environment. What You'll Do - Marketing Operations & Project Management - Take Ari's ideas from concept to live test — building lead magnets, templates, and campaigns in HubSpot - Track growth initiatives and ensure follow-through across all active projects - Help turn ideas into actionable next steps and manage execution from start to finish - Assist with launching new marketing experiments and projects as Ari identifies them - Help organize Ari's ideas and coordinate with the broader team to move them forward - Pull HubSpot data to compile scorecard reporting for executive-level review - Manage advisor meeting link assignments in HubSpot based on client tier eligibility - Create email campaigns and track effectiveness to determine optimal communication for a variety of prospects - Content Support - Organize and manage media assets independently handled by Ari today - Assist with scheduling short-form posts that are outside of his pre-programmed workflow - Review long-form recordings and identify strong clips and content ideas - Management of team members executing various tasks (VA Management) - Research and prepare outlined content for trending topics - Outbound management for strategic partnerships - Inbox & Communications Management - Manage Ari's Gmail inbox — triage, respond, prioritize, and flag what needs his attention - Handle routine communications independently after a ramp-up period - Scan the company’s general inbox for urgent prospect requests - Root Academy Support - Respond to member emails and questions about Kajabi-based Early Retirement Academy - Process refunds and handle escalated member support Qualifications - 1–3 years of experience in a marketing, content, or operations support role - Strong project management instincts — you follow through without being chased - Comfortable with or eager to learn HubSpot, Kajabi, and Gmail workflows - High energy, fast-paced, and self-directed — you keep up with someone who moves incredibly fast - Strong written communication skills; able to manage an inbox and respond professionally on behalf of others - Comfortable working from Loom instructions and translating them into action - An eye for good content — you know a strong clip when you see one Tools You'll Use - HubSpot - Kajabi - Gmail - Loom - YouTube - Instagram - TikTok - Facebook - Canva - Simplified - Google Sheets - Manychat - CommentShark Benefits - Remote-first, fully distributed team - Work directly with a high-output growth leader — steep learning curve, fast growth - Be part of a firm redefining what a modern RIA looks like - Competitive compensation with a team that takes its culture seriously