Remote Senior Ops Associate - Billing & Onboarding

Root Financial; Encinitas (CA); À distance; USD 85 000 - 95 000; Plein temps

Avantages offerts par ce poste

Remote work

Bonus: 10% annual (Associate)

Bonus: 15% annual (Senior Associate)

401(k) match 5%

Health, Vision, Dental, LTD, Life

Unlimited PTO

Parental leave

Root Reset Days

Wellness Spending Account

Résumé du poste

Root Financial is seeking a sharp, detail-driven Senior Operations Associate to join our team. Reporting directly to our Operations Manager, this role acts as the operational backbone, owning triage, platform administration, billing cycles, and workflow QA to keep advisors supported and client operations running smoothly behind the scenes.

You will coordinate back-end client onboarding, manage invoicing in HubSpot and other systems, and ensure data accuracy across Black Diamond and Altruist,

Qualifications

• Experience in financial services operations or back-office support.
• Strong systems and data aptitude with CRMs and custodial tech.
• Excellent attention to detail and accuracy in handling sensitive data.
• Ability to triage and manage a full queue under tight deadlines with clear communication.
• Customer/advisor service mindset and behind-the-scenes reliability.

Responsabilités

• Own the first-pass triage on submissions across operations and compliance queues.
• Maintain HubSpot by auditing workflow errors, segments, and user data.
• Coordinate client onboarding, distribute agreements, archive documents, and set up billing.
• Run monthly and quarterly invoicing cycles, follow up on past-due accounts, and review billing structures.
• Set up client accounts in Black Diamond and Altruist to support reporting and fee billing.

Connaissances

Triage & queue management

HubSpot administration

Billing/invoicing processes

CRM / data handling

Operational support

Attention to detail

Outils

HubSpot

Black Diamond

Altruist

Schwab

e-signature tools

Performance reporting

Description du poste

Root Financial is seeking a sharp, detail-driven Senior Operations Associate to join our team. Reporting directly to our Operations Manager, this role acts as the operational backbone, owning triage, platform administration, billing cycles, and workflow QA to keep advisors supported and client operations running smoothly behind the scenes.

You will coordinate back-end client onboarding, manage invoicing in HubSpot and other systems, and ensure data accuracy across Black Diamond and Altruist,