Advisor Support Representative

2 days ago

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Altruist

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The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

fintech • UX • transparency

51 - 200

Description

• Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance • Sleuth defects and proactively shepherd to resolution • Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty • Become an expert in Altruist’s product offering • Translate complex customer issues for both technical and non-technical audiences • Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions • Help maintain and update response templates and platform FAQs • Adhere to compliance and regulatory guidelines at all times

Requirements

• 2+ years of customer support or call-center experience • 2+ years broker-dealer operations or clearing firm experience • Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients • Proficiency with ticket management systems such as Zendesk and Jira • Deep empathy for our customers; exemplary active listening and interpersonal skills • Able to deal with frequent change, delays, or unexpected events. • Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment • Motivated to uncover the root cause of issues and drive them to resolution • Team mindset focused on setting each other up for success; low ego • Strong written and verbal communication skills • Approach all job responsibilities with a sense of urgency and attention to detail • A bachelor’s degree or equivalent experience • FINRA Series 7 license or equivalent preferred

Benefits

• A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance. • Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc. • Competitive salary and equity packages • Premium healthcare, dental, and vision insurance plans • 401k savings plan with matching contributions and immediate vesting • Flexible PTO so you can satisfy your passions outside of work • Generous paid parental leave • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Physical and emotional wellness programs that nurture both your mind and body • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)