Client Services Representative

Wealthfront; Palo Alto (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Equity

Discretionary bonus

401K plan

Generous time off

Parental leave

Job summary

Wealthfront in Palo Alto, CA seeks a Client Services Representative to deliver exceptional service and help clients use Wealthfront products. You will resolve issues, explain asset allocation and investment risk, and assist with transfers.

The role emphasizes clear client communication and teamwork across operations. The ideal candidate holds a Bachelor's degree, 1+ years in retail banking/wealth tech, and strong communication skills; Series 7/66 is preferred or obtained within 3 months of

Qualifications

• 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.

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

Communication skills

Customer service

Financial knowledge

Cross-functional collaboration

Education

Bachelor's degree

Job description

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)

Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus.

Benefits include

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

About Wealthfront

Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.

• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

Our award-winning products have attracted over 1 million clients who trust us with more than $100 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

For more information please visit www.wealthfront.com .We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please review our candidate privacy notice .

Disclosures:

All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

By “award-winning products”, please refer to www.wealthfront.com/reviews for more information.Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.