Client Specialist

Redwood City, CA
Client Services
Full-time

At Wealthfront we believe everyone's personal finances can be optimized and automated for a very low fee using high-end technology. To achieve that, we built a software-only approach, which also helped create a new category: robo-advisors. Over the past six years we've paired the the expertise of our PhD-clad research team with the exceptional talents of our engineering, product and design teams to deliver sophisticated products and services to our clients that are easy and fun to use. And that plan has worked! We have loyal clients from every state who trust us with almost $9 billion in assets... and we're just getting started. So if you're passionate about helping people secure their ambitions while helping to change an industry, keep reading.

Are you interested in joining the Client Services team dedicated to continuously improving the experience of online investing via Wealthfront's automated investment service? Client Services is a division of Wealthfront Brokerage, and is responsible for all client communication including client phone calls, client emails and brokerage operations. The Client Services team works closely with all other divisions of Wealthfront Inc., including the engineering and product teams to provide the best client experience possible. All Client Services team members are series 7 registered.

Qualifications

    • Ability to learn Wealthfront's service in detail, including our investment methodology, PassivePlus Features and Path financial planning service
    • Ability to distill complex ideas into simple concepts
    • A strong empathy for our clients
    • Understanding of our vision and passion for our mission
    • Independent problem solver who can roll up sleeves and get things done
    • A positive attitude and strong teamwork skills 
    • Bachelor's degree  

Responsibilities

    • Answer client phone calls and respond to client emails across a wide range of topics as it relates to our service
    • Work cross-functionally managing multiple initiatives with our Engineering, Product and Brokerage ops teams
    • Series 7 and 66 licenses or ability to obtain licenses within 90 Days

About Wealthfront:
For more information please visit www.wealthfront.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.