Client Services Representative

20 hours, 25 minutes 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
201-500
Founded 2011
$274M raised

Description

  • Provide client support through email and phone communication.
  • Guide clients in using Wealthfront products, online tools, and resources.
  • Partner with operations teams to resolve client issues.
  • Identify and communicate client feedback and improvement opportunities for the customer experience.
  • Review client information and approve fund transfers.
  • Explain asset allocation and investment risk profiles to clients.
  • Help clients understand investment performance and the effects of their risk decisions.

Requirements

  • Bachelor’s degree.
  • 1+ years of experience in retail banking, wealth management, asset management, and/or fintech.
  • Client-facing experience (preferred).
  • Strong communication skills, including the ability to explain complex concepts clearly.
  • Ability to collaborate with cross-functional stakeholders and senior executives.
  • Ability to work independently and learn new concepts quickly.
  • Commitment to client service and Wealthfront’s client-first mission.
  • Series 7 and 66 licenses (preferred), or ability to obtain them within 3 months of joining.

Benefits

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

Interested in this position?

Apply directly on the company website

Apply Now

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