Note: The job is a remote job and is open to candidates in USA. Wealthfront is committed to building products and services that prioritize clients' interests in the financial industry. The Client Services Representative will provide exceptional customer service and assist clients in utilizing Wealthfront's financial products effectively.
Responsibilities
- Provide exceptional customer service through email and phone communication
- Help our clients use our product better through online tools and resources
- Work with our operations teams to resolve client issues
- Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
- Assess client information and approve fund transfers
- Assist clients in understanding asset allocation and explain investment risk profiles
- Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions
Skills
- Bachelor's degree; 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
- Strong communication skills; able to explain complicated concepts to clients as well as team members
- Able to partner with multiple stakeholders, including other teams and senior executives
- Comfortable with being independent and learning new concepts quickly
- Excited about our mission statement
- Passion for delighting clients
- Experience in a client facing role is preferred
- Series 7 and 66 preferred (or must be obtained within 3 months of joining)
Benefits
- Medical
- Vision
- Dental
- 401K plan
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- Employee investing discount
- And more!
Company Overview
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. It was founded in 2008, and is headquartered in Palo Alto, California, USA, with a workforce of 201-500 employees. Its website is https://www.wealthfront.com.Company H1B Sponsorship
Wealthfront has a track record of offering H1B sponsorships, with 8 in 2025, 15 in 2024, 7 in 2023, 12 in 2022, 19 in 2021, 23 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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