Our mission is pretty simple; we believe that everyone deserves sophisticated financial advice. In just five years, Wealthfront has rolled out the features and services that now define a new category that we call 'automated investment services.' We are focused on taking services typically reserved for the ultra-wealthy, automating them and delivering them directly to the investors at an incredibly low cost. We have clients in all 50 states who trust us with over $5 billion in assets and growing. With our clients' trust, we believe we can and will change this industry.
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.
Learn Wealthfront's service in detail, including our investment methodology and tax-loss harvesting service
Answer client phone calls and respond to client emails across a wide range of topics as it relates to our service
Work effectively with our brokerage operations, engineering and product teams for improvements to our service
Series 7, 63 and 99 licenses (or ability to obtain licenses within 90 Days)
A positive attitude, strong teamwork skills and a belief in passive investing
Excellent verbal and written communication skills
Appreciation for compliance and adherence to government regulations
At least 6 months of brokerage experience in a client facing role is a plus
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.