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Client Relationship Manager HelpDesk/Support Customer Service Rep

Client Success Specialist – FinTech

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Wealthfront Corporation
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, HelpDesk/Support, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial technology firm in New York is seeking a Client Services Representative to enhance client experiences by providing outstanding customer service and support. This role involves communicating with clients through various channels, resolving issues, and helping them maximize their use of our financial products. Ideal candidates have a Bachelor's degree and 1+ years in a client-facing role. This position includes a salary range of $60,000 - $80,000 annually plus benefits and equity incentives.
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