Client Services Representative
Job Description
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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.
Requirements:
- Bachelor’s degree; 1+ 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)
Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
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Wealthfront
View Company ProfileWealthfront (operating under wealthfront.com, legally Wealthfront Corporation) is a leading public financial technology enterprise, automated wealth management pioneer, and high-yield cash management engine engineered to optimize long-term, after-tax investment performance for digitally native, high-earning millennial and Gen Z investors. Founded in 2008 by legendary technology entrepreneurs Andy Rachleff and Dan Carroll, the firm revolutionized the consumer retail finance landscape by successfully commercializing automated index portfolio investing (commonly known as robo-advisory), systematically reducing legacy wealth management friction like high asset-management overhead, non-optimized tax burdens, and high-minimum investment boundaries. Moving far beyond traditional manual brokerages, Wealthfront natively unifies globally diversified, low-cost ETF portfolios, automated daily tax-loss harvesting, high-yield cash sweep accounts, automated direct indexing, customizable stock and cryptocurrency thematic investing, and portfolio lines of credit into a single high-availability financial cockpit. Following the historic, mutual termination of its planned $1.4 billion merger with Swiss banking giant UBS in late 2022 to preserve its operational independence, the enterprise pursued rapid standalone scale and expansion into home lending. In December 2025, the company completed a landmark initial public offering (IPO) on the Nasdaq Global Select Market under the ticker symbol "WLTH," raising approximately $485 million. Powered by sophisticated algorithmic rebalancing engines and strong cross-product adoption across its customer base, the public fintech powerhouse manages nearly $100 billion in total platform assets across roughly 1.5 million funded client accounts. Headquartered in Palo Alto, California, Wealthfront stands as a definitive cornerstone of modern automated retail finance—replacing high-fee human brokerage networks with algorithmic execution correctness, deep tax optimization, and accessible wealth creation infrastructure.
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