Client Services Representative

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

Requirements

Candidates should possess a Bachelor's degree and at least one year of experience in retail banking, wealth management, asset management, or fintech. Previous experience in a client-facing role is preferred, along with strong communication skills to explain complex concepts. The ability to collaborate with various stakeholders and learn new concepts quickly is essential. A passion for client satisfaction and enthusiasm for Wealthfront's mission are also required. While not mandatory initially, a Series 7 and 66 license is preferred and must be obtained within three months of employment.

Responsibilities

The Client Services Representative will provide excellent customer service via email and phone, assist clients in utilizing the company's product through online tools, and collaborate with operations teams to resolve client issues. This role involves acting as the voice of the customer to identify areas for improvement in the customer experience. Responsibilities also include assessing client information for fund transfer approvals, explaining asset allocation and investment risk profiles, and helping clients analyze investment performance and the impact of their risk decisions.

Skills

Customer Service

Email Communication

Phone Communication

Financial Products

Investment Risk

Asset Allocation

Client Support

Problem Solving

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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