Client Specialist

Our mission is pretty simple: we believe that everyone deserves access to sophisticated financial advice. Over the past five years, Wealthfront has built a technology company focused on re-architecting the finance industry, and along the way we’ve created a new category known as automated investment services (aka ‘robo-advisors’, but truth be told we’re fairly light on robots). What that actually means is we build software that enables us to democratize access to services typically reserved for the ultra-wealthy, and through automation we can deliver those services to investors at an incredibly low cost. And it’s working; we have clients across the country who trust us with over $7 billion in assets -- and we’re just getting started!

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

More About Wealthfront:

Wealthfront is the only robo-advisor to offer both investment management and financial planning exclusively through software. Because of this approach, we've quickly become the automated advisor of choice among young people. Anyone can open a Wealthfront investment account with $500 to access a unique investment strategy that includes a combination of a diversified portfolio of ETFs and tax minimization strategies. All clients receive financial planning through the service, Path, at no additional cost. Wealthfront does not charge management fees on the first $10,000 and for amounts above that the annual management fee is 0.25% - a fraction of what financial advisors charge. Wealthfront's strategy is to take high end financial services that are reserved for those who have millions of dollars and deliver them to young consumers through software. The majority of Wealthfront clients are in their 30s and 40s and have less than $1 million to invest. Wealthfront was founded by Andy Rachleff and Dan Carroll, who launched the service in December 2011. Wealthfront has raised over $129 million in funding from Benchmark Capital, DAG Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Social + Capital and Spark Capital, and is based in Redwood City, CA. 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.

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