Client Services Representative
Palo AltoRemote (US)mid
Posted 2mo ago · via Lever
About this role
The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we’re committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. And we don’t want to stop there – our vision is to optimize our clients’ money across spending, savings, and investments, putting it all to work effortlessly. Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest. Our software can top off emergency funds, pay all of our clients’ bills, and even invest the rest to help meet their goals. We call this future Self-Driving Money™.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: rest
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
rest
More at Wealthfront
- View →Trust OfficerNevada
- View →Director of Product Management, GrowthPalo Alto, CA
- View →Home Lending Lead Compliance AnalystPalo Alto, CA (Open to US-based Remote)
- View →Market Commentary Writer + Social EditorSan Francisco, CA
- View →Mortgage Operations - Senior Loan Closer/FunderPalo Alto, CA (Open to US-based Remote)
- View →Lead Economist, EditorialNew York City, NY