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

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

Competitive pay, with a base starting at $72k, 10% Bonus Eligibility, and 5% 401(k) match
Health insurance
vision
dental
long-term disability
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

Client Service Coordinator

Key skills