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Jobs(27,855)/Customer Support Representative Role(23)/Wealthfront (14) - Client Services Representative

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Wealthfront - Client Services Representative

Remote - USA$60k - $80k+ Equity2d ago

Remote Junior NA Wealth Management Asset Management Customer Support Representative

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

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.

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