Client Services Representative

Responsibilities:

• Provide exceptional customer service through email and phone communication
• Help our clients use our product better through online tools and resources
• Work with our operations teams to resolve client issues
• Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
• Assess client information and approve fund transfers
• Assist clients in understanding asset allocation and explain investment risk profiles
• Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions.

Requirements:

• 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
• Passion for delighting clients
• Series 7 and 66 preferred (or must be obtained within 3 months of joining )

Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus.

Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!