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Wealthfront

Posted 28 days ago

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Client Services Representative

Palo Alto, CA (Open to US-Based Remote)RemoteFull-time

AI Summary

Provides client-facing support for a fintech investment platform, handling customer inquiries via email and phone, assisting clients with product features, resolving issues with operations teams, and explaining investment concepts and risk profiles in clear, jargon-free language.

About this role

The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we’re committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. And we don’t want to stop there – our vision is to optimize our clients’ money across spending, savings, and investments, putting it all to work effortlessly. Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest. Our software can top off emergency funds, pay all of our clients’ bills, and even invest the rest to help meet their goals. We call this future Self-Driving Money™.
Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated. We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner. By working at Wealthfront, you get to work at a company that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.

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.

    • Requirements:

  • Bachelor’s degree; 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
  • Experience in a client facing role is preferred
  • 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
  • Series 7 and 66 preferred (or must be obtained within 3 months of joining)

    • Skills

    Asset AllocationAsset ManagementCustomer ServiceEmail SupportFintechFund TransfersInvestment Performance AnalysisInvestment Risk ProfilesOperationsPhone SupportRetail BankingSeries 66Series 7Wealth Management

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