Root Financial Partners ยท 8 hours ago
Client Service Associate
United States
Full-time
Remote
Entry Level
2+ years exp
Maximize your interview chancesFinanceFinancial Services
Insider Connection @Root Financial Partners
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
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
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
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
Company
Root Financial Partners
Root Financial Partners specializes in providing advice for financial decisions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Conole
Founder
Company data provided by crunchbase
