Client Service Associate

We're looking for an enthusiastic, motivated Client Services Associate to join the team. While all roles at Root interface with clients, this role is more operationally-focused, helping clients and colleagues with service-related requests.

What we’re looking for:

• Excellent communication and interpersonal skills

• Strong problem-solving and analytical skills

• The ability to work autonomously and also as part of a team

• A positive and enthusiastic attitude

• 2+ prior years of experience in the financial planning industry

What you’ll do:

• Helping our clients with their questions and concerns

• Helping clients open accounts, transfer money, and handle service-related requests

• Resolving issues quickly and efficiently

• Providing excellent customer service at all times

• Working with a team of friendly and supportive colleagues

• Having the opportunity to make a real difference in the lives of our clients