Root Financial Partners ยท 6 hours ago
Client Service Associate
United States
Full-time
Remote
Entry Level
2+ years exp
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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
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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
