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Product Support at Wealthfront - ApplyBlast

Product Support

Wealthfront

2 months ago

4.2 on Glassdoor

Remote

Full Time

Junior

2 applicants

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About this role

Wealthfront is seeking a full-time Product Support team member to provide exceptional customer service via email and phone, help clients use their financial products, and collaborate with operations to resolve issues. The role involves assessing client information, approving fund transfers, and explaining investment concepts to enhance the client experience.

Responsibilities

Provide exceptional customer service via email and phone
Resolve client issues collaborating with operations teams
Assess client information and approve fund transfers

Skills

Qualifications

Bachelor's degreeSeries 7Series 66

About Wealthfront

wealthfront.com

Headquarters

Palo Alto, California, United States

Company Size

201-500 employees

Founded

2011

View Profile

Wealthfront is a digital wealth manager and cash-management platform that offers a high-yield Cash Account alongside automated investing products. It provides expert-built portfolios of stocks, bonds, and ETFs, plus the S&P 500 Direct option (fractional ownership of underlying stocks) and low-cost management. Wealthfront uses software-driven tools like automated tax-loss harvesting to help lower taxes and manage risk. Accounts have low or no minimums and no account fees for the Cash Account, and the company emphasizes building products that benefit clients through low fees and automated, scalable financial advice.