Client Services Representative (Banking), Sr. jobs in San Jose, CA

Client Services Representative (Banking), Sr. acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking), Sr. processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Client Services Representative
  • Wealthfront
  • Palo Alto, CA FULL_TIME
  • 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 that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.

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    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
    • 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)


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    Estimated annual salary range: $66,000-73,000 USD plus equity.

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


    About Wealthfront


    Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built one of the first automated investment products that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee. We then expanded. We now work with partner banks to offer exceptional banking features through a Wealthfront Brokerage Cash Account, which makes it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $50 billion of our client’s hard earned money, pioneering the robo-advisor category and transforming the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions. 


    Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially in a way that’s transformational to their lives and their long-term future.


    For more information please visit www.wealthfront.com.


    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


    Please review our candidate privacy notice

  • 21 Days Ago

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Client Services Representative
  • State Bank of India, California
  • Sunnyvale, CA FULL_TIME
  • Starting range: $18.55 - $20.00 Full-time/Non-Exempt 100% Sponsored Medical, Dental, Vision SUMMARY: Responsible for delivering superb customer service experience to our banking customers. Handles ove...
  • 21 Days Ago

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Client Services Representative
  • NVA
  • Los Altos, CA FULL_TIME
  • Description & Requirements Do you enjoy working with a team? Helping people and their pets? If so, our Client Services Team might be the place for you! We are looking for additional team members who a...
  • 2 Months Ago

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Client Services Representative
  • Ethos Veterinary Health
  • Los Altos, CA FULL_TIME
  • Job Description Do you enjoy working with a team? Helping people and their pets? If so, our Client Services Team might be the place for you! We are looking for additional team members who are professi...
  • 14 Days Ago

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VP Sr. Relationship Manager Specialty Deposits - San Jose
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • San Jose, CA FULL_TIME
  • ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
  • 6 Days Ago

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Client Service Representative (Entry Level)
  • Knox Attorney Services
  • San Jose, CA FULL_TIME
  • Company DescriptionKnox Attorney Service has been in business for more than 50 years as a provider of litigation support, reprographics and document management services, as well as statewide courier/m...
  • 16 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in San Jose, CA area

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Client Service Representative (Entry Level)
  • Knox Attorney Services
  • San Jose, CA
  • Company Description Knox Attorney Service has been in business for more than 50 years as a provider of litigation suppor...
  • 3/29/2024 12:00:00 AM

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Client Services Representative II
  • Janus of Santa Cruz
  • Santa Cruz, CA
  • Job Type Full-time Description Summary We believe the role would place you in a highly energized environment where you w...
  • 3/28/2024 12:00:00 AM

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Client Services Representative
  • State Bank of India (California)
  • Sunnyvale, CA
  • Job Description Job Description Our new Sunnyvale Branch is seeking a customer focused self-starter to assist our client...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • VCA Animal Hospitals
  • San Jose, CA
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Wealthfront
  • Palo Alto, CA
  • The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we're committed ...
  • 3/27/2024 12:00:00 AM

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Senior Client Services Associate
  • Accretive Wealth Management
  • San Ramon, CA
  • Job Description Job Description Job description Accretive Wealth Management is a fast-growing company and among the top ...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Janus of Santa Cruz
  • Santa Cruz, CA
  • Job Type Full-time Description Summary We believe the role would place you in a highly energized environment where you w...
  • 3/26/2024 12:00:00 AM

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Private Client Services Associate
  • AscendHire
  • San Jose, CA
  • Private Client Services Associate, Series 7 license required San Jose, CA **To be eligible for this position, you must r...
  • 3/25/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$59,037 to $74,824
San Jose, California area prices
were up 2.9% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020