Uncubed
           

Client Services Representative

Wealthfront, Redwood City, CA

Plan your future and invest your money with an automated advisor


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 seven years we've paired 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 over $12 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 Product Support Services team dedicated to continuously improving the experience of online investing via Wealthfront's automated investment service? Product Support Services is responsible for all client communication including client phone calls and emails. The support team works closely with all other divisions of Wealthfront Inc., including the engineering and product teams to provide the best client experience possible. All 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  
  • 1-2 years of client facing experience preferred (but not required)

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
Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. 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.

About Wealthfront

Wealthfront is building a NextGen Banking Service. We help you manage your money for both the short term and long term by providing a cash account with the highest APY on the market, best in class automated investment management and free financial advice, anytime you want it. We entered into the space in a big way this year with the launch of our high-interest cash account that offers 2.57% -- highest APY available on the market according to Bankrate.

Our ultimate vision is to optimize and automate all of their clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account and take care of the rest -- paying their bills, topping off their emergency fund or 401(k) and investing the rest based on their specific goals and lifestyle. To get there, we’ll be focusing the bulk of our 2019 efforts on creating a better alternative to what the banking industry provides. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love.

About Wealthfront

Our mission at Wealthfront 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. Some might call us ‘robo-advisor’, but we promise we’re made up of humans. Our world-class research team develops sophisticated and time-tested investment strategies, and our product and engineering teams build the software that enables us to deliver them automatically and at scale, right to your phone.

Want to learn more about Wealthfront? Visit Wealthfront's website.