Client Services Representative

🕒 August 28

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wealthfront

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

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.

📋 Description

• Provide exceptional customer service through email and phone communication • Help clients use the product better through online tools and resources • Work with operations teams to resolve client issues • Identify and highlight action items needed to improve the customer experience • Assess client information and approve fund transfers • Assist clients in understanding asset allocation and explain investment risk profiles • Assist clients in understanding and analyzing investment performance and potential impacts of client risk decisions • Commun clearly and honestly about financial products and services

🎯 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

• Equal opportunity employer valuing diversity • No benefits or compensation extras explicitly stated