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Full-Time

Voice and Network Support Specialist

Posted on 10/17/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Raleigh, NC, USA + 2 more

More locations: Charlotte, NC, USA | Atlanta, GA, USA

Category
Customer Support
Customer Success & Support
Requirements
  • High School degree or GED
  • 12 years of experience in end-user support or a related discipline
  • In-depth knowledge in information systems networks and ability to identify, apply, and implement best practices
  • Understanding of key business processes and competitive strategies related to the IT function
  • Ability to manage projects
  • Ability to implement complex problems by applying best practices
  • Ability to provide direction and mentor less experienced teammates
  • Ability to interpret and convey complex, difficult, or sensitive information
Responsibilities
  • Documents all relevant end-user interactions and steps taken to resolve incidents.
  • Communicates status of issue resolution to internal customers.
  • Engage and manage external vendors.
  • Subject matter expert that mentors and coaches less experienced Specialist Teammates.
  • Works with the Engineering team when new technologies are introduced and transfers knowledge to other Specialists.
  • Build programming templated for upgrading, opening or closing locations.
  • Implements solutions to technical and operational problems.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to manage their businesses more efficiently and serve more clients at a lower cost. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce overhead costs. The goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

N/A

Growth & Insights
Headcount

6 month growth

10%

1 year growth

24%

2 year growth

53%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $169M Series E funding round indicates strong investor confidence and provides substantial capital for further innovation and expansion.
  • Collaborations with leading providers like Orion Advisor Solutions and Kwanti enhance Altruist's platform capabilities, making it more attractive to RIAs.
  • Acquiring Shareholders Service Group expands Altruist's service offerings and client base, positioning it to compete with industry giants like Schwab and Fidelity.

What critics are saying

  • The competitive landscape in the RIA market includes established players like Schwab and Fidelity, which could challenge Altruist's growth and market penetration.
  • Rapid expansion and multiple integrations may lead to operational complexities and potential service disruptions.

What makes Truist unique

  • Altruist offers a simplified tech stack specifically designed for RIAs, unlike broader financial platforms that cater to multiple financial service providers.
  • Their commission-free fractional share trading and automated rebalancer features provide cost-effective solutions that are not commonly bundled together in competing platforms.
  • The vertically-integrated custodian service allows Altruist to streamline operations and reduce overhead costs for RIAs, setting it apart from traditional custodial services.

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