Hiring: Client Services Representative Company: Wealthfront Location: Palo Alto, CA Job Posted Time: 2026-09-03 07:39:39 Target Skills & Keywords : REST About the job Experience: •1+ years of experience in retail banking, wealth management, asset management, and/or fintech Required Skills: •Provide exceptional customer service through email and phone communication •Help our clients use our product better through online tools and resources •Interface directly 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 •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 •Series 7 and 66 preferred (or must be obtained within 3 months of joining) •Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus. •Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. •A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. •A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Compensation: •$60,000 - $80,000 / year •Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!