[Remote] Client Services Representative at Wealthfront

Palo Alto, California, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Customer ServiceEmail CommunicationPhone CommunicationFinancial ProductsInvestment RiskAsset AllocationClient SupportProblem Solving

Questions & Answers

Common questions about this position

What is the salary range for the Client Services Representative position?

The estimated annual salary range is $60,000 - $80,000 plus equity.

What benefits are offered for this role?

Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What skills and qualifications are required for this role?

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 stakeholders, comfort with independence and quick learning, passion for delighting clients, and Series 7 and 66 preferred (or must be obtained within 3 months).

What is the company culture like at Wealthfront?

Wealthfront is committed to putting clients' interests first, building products that earn clients more, communicating clearly without financial jargon, and creating a financial system that favors people over institutions.

Wealthfront

Automated investment and wealth management services

About Wealthfront

Wealthfront provides financial services aimed at helping individuals grow their wealth through a digital platform. Its main offering is an automated investment platform that utilizes robo-advisors—algorithms that manage and invest client funds for long-term growth. This service is complemented by a high-yield cash account that offers a competitive 5.00% APY for short-term savings, provided through partner banks. Additionally, Wealthfront offers a diversified bond portfolio, allowing clients to earn dividends with tax advantages, and a platform for discovering and purchasing stocks to facilitate quick and strategic investment decisions. Unlike many traditional wealth management firms, Wealthfront focuses on automation and ease of use, making financial services accessible to a broader audience. The company's goal is to simplify wealth management and help clients maximize their financial potential.

Palo Alto, CaliforniaHeadquarters

2011Year Founded

$198.9MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

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

Risks

Increased competition from robo-advisors and traditional institutions may erode market share.

Free wire transfers could increase operational costs without boosting revenue.

Expansion into stock trading faces competition from established platforms like Robinhood.

Differentiation

Wealthfront offers a high-yield cash account with industry-leading 5.00% APY.

The company provides a diversified bond portfolio with tax advantages and no maturity dates.

Wealthfront's automated investment platform uses award-winning algorithms for long-term wealth growth.

Upsides

Wealthfront's cash account now offers up to $8 million in FDIC insurance.

The company has reached $50 billion in client assets, indicating strong growth.

Increased demand for AI-driven financial advice aligns with Wealthfront's robo-advisor services.

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