Remote Client Services Representative

Summary

The job is for a Client Services Representative at Wealthfront, a company that aims to put clients' interests first. The role involves providing exceptional customer service, helping clients use the product effectively, resolving client issues, and acting as a voice of the customer to improve the client experience. Requirements include a Bachelor’s degree, 1+ years of experience in retail banking, wealth management, asset management, and/or fintech, strong communication skills, ability to partner with multiple stakeholders, comfort with being independent and learning new concepts quickly, passion for delighting clients, Series 7 and 66 (preferred or must be obtained within 3 months of joining). Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more.

Requirements

• 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 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)

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
• 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

Preferred Qualifications

Experience in a client facing role is preferred

Benefits

• Medical
• Vision
• Dental
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount
• More