Client Relations Specialist
2 weeks ago
At Wealthfront, we prioritize our clients' financial well-being above all else. Our mission is to create innovative products and services that help our clients maximize their wealth while simplifying their banking, investing, and financial planning processes.
As a Client Services Representative, you will play a vital role in ensuring our clients receive the highest level of support and guidance. You will be part of a forward-thinking company that values transparency and client-centric communication.
Key Responsibilities:- Deliver outstanding customer support through various communication channels.
- Assist clients in utilizing our platform effectively by providing access to online resources and tools.
- Collaborate with internal teams to resolve client inquiries and issues promptly.
- Act as the voice of the client, identifying areas for improvement in the customer experience.
- Evaluate client information and authorize fund transfers as needed.
- Guide clients in understanding asset allocation and investment risk profiles.
- Help clients analyze their investment performance and the implications of their risk choices.
- Bachelor's degree required.
- A minimum of 1 year of experience in retail banking, wealth management, asset management, or fintech.
- Experience in a client-facing role is preferred.
- Excellent communication skills, with the ability to simplify complex concepts for clients and team members.
- Able to collaborate with various stakeholders, including senior management.
- Self-motivated and quick to learn new concepts.
- Enthusiastic about our mission and dedicated to client satisfaction.
- Series 7 and 66 licenses preferred (or must be obtained within three months of employment).
The estimated annual salary range for this position is $66,000 - $73,000, along with equity options. Our benefits package includes medical, vision, and dental coverage, a 401K plan, generous paid time off, parental leave, wellness reimbursements, professional development opportunities, and an employee investing discount.
About Wealthfront:Wealthfront is dedicated to revolutionizing the investment advisory landscape, aiming to provide high-quality investment advice to those underserved by traditional financial institutions. Our pioneering automated investment solutions allow clients to build personalized portfolios quickly and affordably.
We have expanded our offerings to include exceptional banking features through our Wealthfront Brokerage Cash Account, enabling clients to automate their finances seamlessly. Our commitment to client success has attracted over $50 billion in assets, establishing us as a leader in the robo-advisor sector.
Our vision is to create a financial system that empowers individuals, making it easy for them to build long-term wealth on their own terms. We strive to help young investors explore diverse investment strategies and make informed decisions that align with their values.
We are an equal opportunity employer and value diversity within our organization. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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