Client Services Representative
Wealthfront · Palo Alto, CA (Open to US-based Remote)
Posted 20 days ago · $60,000 - $80,000
or apply directly on Wealthfront's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 20 days Wealthfront's roles stay open a median of 44 days
- Reposted
- No
- Salary listed
- Yes 96% of Wealthfront's roles list one
- Ghost-job risk at Wealthfront
- low 0 stale, 0 reposted of 26 open
- Hiring momentum
- 30 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Wealthfront's own lever board since 2026-08-04. Full hiring picture for Wealthfront.
About this role
As a Client Services Representative at Wealthfront, you will engage with clients to provide clear and honest communication about their financial needs and services. Your role will involve assisting clients with various banking and investment products, ensuring their interests are prioritized without the traditional financial jargon. You will be part of a team committed to reshaping the financial industry by focusing on client-centric solutions.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Wealthfront as an employer.
What you need
- Strong communication skills
- Ability to prioritize client interests
- Experience in customer service or client support
What you get
- Medical insurance
- Vision insurance
- Dental insurance
- 401K plan
- Generous time off
- Parental leave
Worth weighing
- Salary range is $60,000 - $80,000 plus equity and a discretionary bonus
- Role may require navigating complex financial products
- No specific mention of required certifications like Series 7, which may be a unique aspect compared to similar roles
Summarised from Wealthfront's posting. Read the full original.
Listed by Wealthfront on their lever job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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