Client Services Representative

Job not on LinkedIn

September 12

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $60k - $80k / year

⏰ Full Time

🟢 Junior

📁 Client Services

🦅 H1B Visa Sponsor

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Wealthfront

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Finance • Fintech • SaaS

Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

📋 Description

• 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)

🏖️ Benefits

• Estimated annual salary range: $60,000 - $ 80,000 plus equity. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!