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Client Success Advocate — Equity & Eligible
Job in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-09-05
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Wealthfront, a leader in accessible financial services in the United States, seeks a Client Services Representative. You will provide email and phone support, helping clients use Wealthfront tools and resolve issues with our operations teams.
You’ll explain asset allocation and risk to clients and approve transfers as needed. With a bachelor’s degree and 1+ year in retail banking or fintech, you’ll thrive in a client-facing role, communicate clearly, and partner across teams.
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