# Client Services Representative at Wealthfront

- Company: Wealthfront
- What the company does: Backed by Index.
- Company website: http://wealthfront.com/
- Type: Startups
- Level: Mid level
- Location: Palo Alto, CA (Open to US-based Remote)
- Work setup: Remote
- Pay: $60K to $80K base salary per year (USD)
- Posted: 2026-08-27
- Apply by: 2026-10-11
- Apply: https://jobs.lever.co/wealthfront/35cbe2ef-d92b-40cf-84c2-c51d8647782c
- Page: https://www.1752.vc/careers/jobs/wealthfront-client-services-representative/

## About the role

Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated. We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner.

## What they're looking for

- 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

Tags: Product Support