Customer Support • Entry-Level

Who you are

You are someone who is passionate about putting clients first and ensuring they receive the best possible service. You understand the importance of clear communication and can explain complex financial concepts in a straightforward manner. You thrive in a role where you can advocate for clients and help them achieve their financial goals. You are detail-oriented and have a strong desire to learn about the financial industry and the innovative solutions Wealthfront offers. You are comfortable working in a fast-paced environment and can handle multiple client inquiries with professionalism and empathy.

What you'll do

As a Client Services Representative at Wealthfront, you will be the first point of contact for clients seeking assistance with their accounts and services. You will guide clients through our platform, helping them understand how to automate their finances and make the most of our offerings. Your role will involve answering questions, resolving issues, and providing insights into how our services can benefit clients. You will work closely with other team members to ensure a seamless experience for clients and contribute to the continuous improvement of our services based on client feedback.

What we offer

Wealthfront offers a unique opportunity to work in a company that prioritizes client interests over traditional financial practices. You will be part of a team that values transparency and clear communication. We provide a supportive work environment where you can grow your skills and advance your career in the financial technology sector. Our commitment to innovation means you will be at the forefront of transforming how clients manage their finances. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives.