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Client Services Representative
Posted on 2/1/2022
INACTIVE
Locations
Menlo Park, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Management
Requirements
  • 2+ 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
  • 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
Wealthfront

201-500 employees

Automated investment service form
Company Overview
Wealthfront's mission is to build a financial system that favors people, not institutions. They want to help democratize access to sophisticated financial advice
Benefits
  • Free lunches, snacks, coffee
  • Receive 1:1 mentorship
  • Caltrain pass, an additional transportation stipend, and relocation bonuses
  • Monthly wellness reimbursement
  • Discretionary time off policy and offer 16 weeks of paid parental leave
  • Comprehensive medical, dental and vision coverage