Taking applicationsVoice Support·Posted 14h ago
Client Services Representative
WealthfrontVerified company
Palo Alto, CA (Open to US-based Remote), United States
Pay
$29–$38.5/hr
Job type
Full-time · Remote
Hours
Flexible
Location
Palo Alto, CA (Open to US-based Remote), United States
Open to people in the United States
EnglishMid level
About the role
A full-time client services role at Wealthfront handling email and phone support for investment clients, including fund transfers and explaining investment risk and performance. It is open only to US-based remote candidates and pays $60,000–$80,000 annually plus equity and a discretionary bonus.
What you'll 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 to improve customer experience
- Assess client information and approve fund transfers
- Explain asset allocation and investment risk profiles
- Explain investment performance and impacts of risk decisions
What you'll need
- Bachelor’s degree
- 1+ years in retail banking, wealth management, asset management, and/or fintech
- Client-facing role experience preferred
- Strong communication skills
- Able to partner with multiple stakeholders
- Comfortable working independently and learning quickly
- Excited about Wealthfront’s mission
- Series 7 and 66 preferred or obtained within 3 months
Skills
Email and phone customer serviceClient issue resolutionFund transfer approvalAsset allocation and investment risk explanationInvestment performance analysisStakeholder collaborationClear communicationIndependent learning
Benefits
Health insurancePaid time offPerformance bonusParental leaveWellness reimbursementsProfessional developmentEmployee investing discountEquity
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