Wealthfront · 3 hours ago
Client Services Representative
United States
Full-time
Remote
Entry Level
$60K/yr - $80K/yr
1+ years expWealthfront is committed to building products and services that prioritize clients' interests in the financial industry. The Client Services Representative will provide exceptional customer service and assist clients in utilizing Wealthfront's financial products effectively.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
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
Qualification
Required
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
Preferred
Experience in a client facing role is preferred
Series 7 and 66 preferred (or must be obtained within 3 months of joining)
Benefits
Medical
Vision
Dental
401K plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount
And more!
Company
Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.
201-500 employees
H1B Sponsorship
Wealthfront has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (15)
2023 (7)
2022 (12)
2021 (19)
2020 (23)
Funding
Current Stage
Public CompanyTotal Funding
$274.2MKey Investors
UBSTiger Global ManagementSpark Capital
2025-12-12IPO
2022-09-02Convertible Note· $69.7M
2018-01-04Series E· $75M
Leadership Team
David Fortunato
CEO
Dan Carroll
Founder & Chief Strategy Officer
Recent News
Company data provided by crunchbase