Client Services RepresentativeActive$60K–$80K

Wealthfront
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The opportunity

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.

What you'll do

  • 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

What they're looking for

  • Assist clients in understanding and analyzing the performance of their: investments, and the potential impacts of client risk decisions.
  • 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