Root Financial

Operations

• Own the first pass on submissions across the internal operations and compliance support queue
• Resolve requests or route them within department SLAs
• Maintain HubSpot platform integrity by auditing workflow errors and building custom email segments
• Support workflow quality assurance, property cleanups, user setup, and team data updates
• Coordinate client onboarding execution, including agreement distribution, document archiving, and billing setup
• Monitor the general email inbox and incoming phone and text communications
• Run monthly and quarterly fee invoicing in HubSpot
• Follow up on past-due accounts and manage projected billing fee review cycles, including cash balance follow-ups
• Set up client accounts, portfolios, and relationships in Black Diamond and Altruist
• Support accurate performance reporting and fee billing
• Anticipate operational needs, handle complex support queue requests, and recommend process improvements
• Report directly to the Operations Manager

Explore Senior Operations Associate at Root Financial. Review requirements and application details.

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Senior Operations Associate