Client Services Representative
Wealthfront- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Wealthfront. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Client Services Representative at Wealthfront, a remote role. This position involves providing exceptional customer service via email and phone, assisting clients with product usage, resolving issues with operations teams, and acting as the voice of the customer to improve their experience. Responsibilities also include assessing client information, approving fund transfers, and explaining investment concepts like asset allocation and risk.
Skills and focus areas
- customer service
- email communication
- phone communication
- client support
- asset allocation
- investment risk
- financial analysis
Summary written by Ramai from the original posting. Full details and requirements are on Wealthfront’s careers page.
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