Wealthfront
Client Services Representative
$60K–$80K
Palo Alto, CA (Open to US-based Remote) · Remote · Full-time · Posted Aug 27, 2026
- Experience
- 1+ years in retail banking, wealth management, asset management, and/or fintech.
- Education
- Bachelor’s degree.
About the job
Provide client support and financial guidance, resolve account issues, assess transfer requests, and help clients understand investments and risk.
What you'll do
- Support clients by email and phone, and help them use Wealthfront’s products and online resources.
- Coordinate with operations teams to resolve issues and identify improvements to the customer experience.
- Assess client information and approve fund transfers; explain asset allocation, investment performance, and risk profiles.
What they ask for
- Bachelor’s degree.
- 1+ years of experience in retail banking, wealth management, asset management, and/or fintech.
- Strong communication skills, including explaining complex concepts to clients and team members.
- Ability to work with multiple stakeholders, work independently, and learn new concepts quickly.
Nice to have
- Client-facing experience.
- Series 7 and 66 preferred, or must be obtained within 3 months of joining.
Pay
$60,000 - $80,000 USD annual base salary; plus equity and a discretionary bonus (amount not stated).
Model-written summary · the original posting is authoritative