Client Services Representative

1 month, 1 week ago
Full-time
Junior
Customer and Technical Support
Wealthfront

Wealthfront

Wealthfront is a leading financial planning and investing platform that combines technology and academic strategies to help individuals grow their wealth easily and affordably.

Capital Markets
51-250
Founded 2011
$274M raised

Description

  • Provide customer service through email and phone communication.
  • Help clients use Wealthfront products through online tools and resources.
  • Partner with operations teams to resolve client issues.
  • Identify customer feedback and action items that can improve the client experience.
  • Assess client information and approve fund transfers.
  • Explain asset allocation and investment risk profiles to clients.
  • Help clients understand investment performance and the potential effects of risk decisions.

Requirements

  • Bachelor’s degree and 1+ years of experience in retail banking, wealth management, asset management, or fintech.
  • Client-facing experience preferred.
  • Strong communication skills, including the ability to explain complex concepts clearly.
  • Ability to collaborate with multiple stakeholders, including senior executives.
  • Independence and ability to learn new concepts quickly.
  • Series 7 and Series 66 licenses preferred, or ability to obtain them within three months of joining.
  • Interest in Wealthfront’s mission and commitment to delivering excellent client service.

Benefits

  • Estimated annual salary of $60,000–$80,000.
  • Equity and discretionary bonus.
  • Medical, dental, and vision insurance.
  • 401(k) plan and generous paid time off.
  • Parental leave and wellness reimbursements.
  • Professional development opportunities.
  • Employee investing discount.

Interested in this position?

Apply directly on the company website

Apply Now

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