Full-Time

Advisor Support Representative

Posted on 6/4/2024

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Compensation Overview

$68k - $90kAnnually

+ Stock Options

Mid

Los Angeles, CA, USA

Required Skills
Zendesk
Customer Service
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 customers; exemplary active listening and interpersonal skills
  • Able to manage multiple tasks in a well-organized and detailed manner in a fast-paced startup environment
  • Motivated to uncover root causes of issues and drive them to resolution
  • Bachelor’s degree or equivalent experience
  • FINRA Series 7 license or equivalent preferred
Responsibilities
  • Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries
  • Sleuth defects and proactively shepherd to resolution
  • Provide exceptional customer service and foster rapport with customers
  • Become an expert in Altruist’s product offering
  • Translate complex customer issues for technical and non-technical audiences
  • Tag data and feedback gathered through customer interactions
  • Help maintain and update response templates and platform FAQs
  • Adhere to compliance and regulatory guidelines

Altruist provides a comprehensive investment platform tailored for financial advisors, integrating tools for account management, trading, and client reporting. This company streamlines financial operations with advanced features like commission-free fractional share trading and automated rebalancers, reducing inefficiencies and enhancing client services. The focus on high-touch support and continuous improvement in financial technologies makes it an appealing environment for professionals looking to advance in the fintech industry.

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

11%

1 year growth

29%

2 year growth

69%
INACTIVE