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Client Services Representative

Wealthfront· Product Support
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Hybrid (Palo Alto, CA)$60k - $80kFull-timePosted 1mo ago

About the role

Client Services Representative at Wealthfront focusing on customer service and product support to help clients use Wealthfront’s offerings, assess information, and understand asset allocation and investment performance.

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

Qualifications

  • Bachelor’s degree
  • 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
  • Experience in a client facing role 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 Wealthfront’s mission statement
  • Passion for delighting clients
  • Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Skills

Required:Customer serviceProduct knowledgeCommunicationStakeholder managementFinance/Investing knowledge

Benefits

  • medical
  • vision
  • dental
  • 401K plan
  • generous time off
  • parental leave
  • wellness reimbursements
  • professional development
  • employee investing discount
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Wealthfront

Money works better here

Save with the Wealthfront Cash Account—new clients earn 4.15% APY for 3 months. Plus, invest with expert-built, automated portfolios of stocks, bonds, and ETFs.

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