Client Services Representative

Wealthfront·Palo Alto, CA (Open to US-based Remote)·Remote·Posted 27 August 2026

Apply with a tailored CV View on Wealthfront's site

About the 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™. 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. By working at Wealthfront, you get to work at a company…

This is a summary of the advert. The full description and the application are on Wealthfront's careers site.

Apply faster with Prepper

A version of your CV tailored to this Client Services Representative role.
A cover letter written from your CV and this advert.
Prepper can fill in Wealthfront's application form and send it once you approve.
The application saved in your tracker, with reminders to follow up.

Start free

More roles at Wealthfront

Prepper is independent and not affiliated with Wealthfront. Roles are listed from the employer's public careers system and removed when they close.