Job Overview
Location
Essen, Indiana, USA
Job Type
Full-time
Category
Customer Success
Date Posted
February 10, 2026
Full Job Description
đź“‹ Description
- • Root Financial is actively seeking a highly experienced, detail-oriented, and exceptionally service-driven Private Wealth Client Service Associate to become an integral part of our distinguished Private Wealth team. This pivotal role is dedicated to delivering unparalleled, white-glove service to our most valued clients, those with significant assets exceeding $10 million. You will be instrumental in supporting our esteemed advisors and ensuring that every client interaction is managed with the utmost precision, unwavering discretion, and profound care. As a Private Wealth Client Service Associate, your responsibilities will encompass a broad spectrum of critical operational tasks, including the meticulous opening and funding of new accounts, the seamless processing of account transfers and ACATs (Automated Customer Account Transfer Service), the precise execution of wire transfer requests, and the comprehensive management of complex account operations. A robust and deep understanding of how various account types function, combined with an innate ability to anticipate client needs and creatively devise solutions to meet them, is absolutely essential for success in this position. You will be expected to consistently go above and beyond the standard requirements, proactively identifying and resolving unique client challenges, providing anticipatory support, and continuously exceeding client expectations in every facet of your work.
- • This position is envisioned as a long-term career opportunity within Root Financial. We believe that building deep expertise and ensuring continuity for our ultra-high-net-worth clients requires a dedicated commitment. Therefore, members of the Private Wealth team are expected to make a minimum three-year commitment to this role. This commitment allows for the development of profound knowledge, fosters strong client relationships, and enables you to contribute meaningfully to the Private Wealth team's sustained success and strategic objectives. Your dedication will be key to maintaining the high standards of service our clients have come to expect.
- • The core responsibilities of this role are multifaceted and critical to the smooth operation of the Private Wealth division. You will provide comprehensive support to Root Financial's Private Wealth Team and their sophisticated clientele. This includes, but is not limited to, expertly opening and funding new accounts, efficiently processing ACATs and other types of transfers, and meticulously handling all client wire transfer requests with accuracy and security. A significant aspect of your role will be delivering high-touch, white-glove service, which involves proactively anticipating client needs before they are even articulated, and consistently exceeding their expectations through exceptional responsiveness and personalized attention. You will manage client accounts on the Schwab platform with a high degree of expertise, ensuring absolute accuracy and maximum efficiency in all operational processes. Furthermore, you will provide high-level operational support to advisors and your colleagues, always maintaining the strictest levels of discretion and confidentiality. You will be entrusted with executing approved client-facing tasks with the highest degree of professionalism, meticulous attention to detail, and a client-centric approach. A key differentiator in this role will be your ability to think creatively and resourcefully to solve unique client challenges, developing and implementing personalized solutions that address their specific circumstances and financial goals. Your proactive engagement and problem-solving capabilities will be highly valued.
- • This role offers a unique opportunity to immerse yourself in the intricacies of ultra-high-net-worth client service. You will gain invaluable experience working with some of the firm's most sophisticated clients, contributing directly to a culture that champions service excellence. You will become part of an elite, high-touch team, fostering collaborative relationships with top-tier advisors and dedicated colleagues. This position is designed to be a stepping stone for developing a long-term, rewarding career in the specialized field of ultra-high-net-worth client service, allowing you to grow your skills and expertise within a supportive and dynamic environment.
🎯 Requirements
- • Minimum of 3 years of relevant high-net-worth client service experience, demonstrating a proven track record of managing complex client needs and transactions.
- • Extensive knowledge and practical experience with the Schwab Advisor Center platform, including proficiency in account opening, funding, transfers, and reporting.
- • Exceptional attention to detail and superior organizational skills, with the ability to manage multiple priorities and deadlines effectively in a fast-paced environment.
- • Strong problem-solving skills and the demonstrated ability to anticipate client needs and creatively address unique challenges with effective solutions.
- • Active Series 65 license in good standing, with up-to-date continuing education requirements (preferred).
- • Experience with HubSpot CRM and knowledge of alternative investments and other complex investment solutions administration (preferred).
🏖️ Benefits
- • Competitive base salary of $90,000 plus 10% bonus eligibility, reflecting the seniority and importance of the role.
- • Comprehensive health, dental, and vision coverage to ensure your well-being.
- • Generous 5% 401(k) match to support your long-term financial future.
- • Unlimited Paid Time Off (PTO) and Root Reset Days, promoting work-life balance and personal rejuvenation.
- • Paid parental leave to support new parents during this significant life event.
- • Lifestyle Spending Account (LSA) for wellness and personal enrichment.
Skills & Technologies
Go
Junior
Onsite
About Root Insurance Company
Root Insurance Company is a technology-powered insurance provider that offers auto, renters, and homeowners insurance. They leverage mobile technology and data analytics to offer personalized insurance rates, aiming to provide fairer pricing for good drivers. By using a mobile app to track driving behavior, Root seeks to differentiate itself from traditional insurers. The company's approach focuses on a modern, customer-centric experience, simplifying the insurance process through digital channels. They emphasize transparency and affordability, challenging conventional insurance models with their innovative, data-driven strategy. Root is committed to making insurance more accessible and equitable for consumers.
