Client Services Representative

The role

You will provide customer service to clients by email and phone. You will help clients use Wealthfront's tools, work with operations teams to resolve issues, and explain asset allocation and investment risk.

What you will do

• Provide customer service through email and phone communication
• Help clients use the product through online tools and resources
• Work with operations teams to resolve client issues
• Highlight action items that improve the customer experience
• Assess client information and approve fund transfers
• Explain asset allocation and investment risk profiles to clients
• Help clients understand and analyze investment performance and the impact of risk decisions

Required qualifications

• 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 and team members
• Able to partner with multiple stakeholders, including other teams and senior executives
• Comfortable working independently and learning new concepts quickly
• Excited about the company mission
• Passion for delighting clients

Nice to have

• Experience in a client-facing role
• Series 7 and Series 66 licences (or obtained within 3 months of joining)

Benefits

• Medical, vision and dental insurance
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount
• And more

Before you apply

• Series 7 and 66 must be obtained within 3 months of joining if not already held

About the company

Wealthfront builds low-cost, easy-to-use financial products, including automated investing, a cash account, a brokerage account and a mortgage experience. The company states its mission is to create a financial system that favors people, not institutions.