Client Services Representative

About the 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.

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
• Aid clients in understanding asset allocation and explain investment risk profiles
• Aid 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
• Comfortable with being independent and learning new concepts quickly
• Excited about our mission statement
• Passionate about delighting clients
• Series 7 and 66 preferred (or must be obtained within 3 months of joining)