Client Success Advocate — Equity & Bonus Eligible

Wealthfront, a leader in accessible financial services in the United States, seeks a Client Services Representative. You will provide email and phone support, helping clients use Wealthfront tools and resolve issues with our operations teams.

You’ll explain asset allocation and risk to clients and approve transfers as needed. With a bachelor’s degree and 1+ year in retail banking or fintech, you’ll thrive in a client-facing role, communicate clearly, and partner across teams.