Client Services Representative
New
W
WealthfrontFintech
Open to US-based RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1+ years
- Required Skills
- Customer service
Requirements
- Bachelor’s degree
- 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
- Experience in a client facing role is preferred
- Strong communication skills; able to explain complicated concepts to clients as well as team members
- Able to partner with multiple stakeholders, including other teams and senior executives
- Comfortable with being independent and learning new concepts quickly
- Excited about our mission statement
- Passion for delighting clients
- Series 7 and 66 preferred (or must be obtained within 3 months of joining)
Responsibilities
- Provide exceptional customer service through email and phone communication
- Help our clients use our product better through online tools and resources
- Work with our operations teams to resolve client issues
- Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
- Assess client information and approve fund transfers
- Assist clients in understanding asset allocation and explain investment risk profiles
- Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions
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