Full-Time

Default Operations Analyst I

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Lumberton, NC, USA + 3 more

More locations: Tempe, AZ, USA | Richmond, VA, USA | Winston-Salem, NC, USA

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Customer Service
Requirements
  • High School Education or equivalent.
  • 1+ years of customer service or call center experience.
  • Flexibility to adapt to frequently changing processes and procedures.
  • Demonstrate proficiency in basic computer applications, such as Microsoft Office software products.
  • Strong verbal and written communication skills.
  • Strong critical thinking skills for effective problem identification and resolution in common and more complex situations.
  • Good interpersonal skills to promote teamwork, but able to work well independently.
Responsibilities
  • Provide excellent customer service to all internal business partners and external clients by way of inbound/outbound calling and/or written correspondence following the perfect client experience model.
  • Evaluate client’s request or concerns to determine qualifications for assistance or optimal resolution.
  • Accurately complete documentation and workflow updates in all required systems.
  • Compile written correspondence, if applicable. Provide support to department/staff with non-calling collection/recovery-related activities. Support includes activities such as processing client requests, loan maintenance and required follow-up items.
  • Minimize risk by complying with Federal regulations, state laws, Bank policy and Unit procedures. Identify, mitigate or communicate any issues or concerns to appropriate parties.
  • Manage assigned tasks and complete with accuracy.
  • Leverage multiple systems and business tools to monitor and determine/support appropriate outcomes/actions that may be product specific or supports multiple product types.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, reducing overhead costs for RIAs. The company's 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

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting financial stability and growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and attract more RIAs.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from firms like Robinhood and Betterment could erode Altruist's market share.
  • Continuous tech updates may strain Altruist's financial resources.
  • Integration challenges with new partners may disrupt service delivery.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and an automated rebalancer.
  • Altruist provides original content and fast onboarding for independent financial advisors.

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