Advisor Support Representative

📋 Description

• Use proprietary and partner systems to diagnose and resolve complex inquiries.
• Identify defects and shepherd issues to resolution with product, engineering, ops, and compliance.
• Provide exceptional service by building rapport, empathy, and advisor trust.
• Become an expert in Altruist product offerings and workflows.
• Translate complex issues clearly for technical and non-technical audiences.
• Tag data and feedback to inform product roadmap and process improvements.

🎯 Requirements

• 2+ years of customer support or call center experience
• 2+ years of broker-dealer operations or clearing firm experience
• Working knowledge of investing and what Registered Investment Advisors do
• Proficiency with ticket management systems such as Salesforce and Jira
• Bachelor's degree or equivalent professional experience preferred
• FINRA series 7 and 63 license preferred

🎁 Benefits

• Hybrid work schedule for most positions
• Offices in Culver City, SF, and Dallas
• Health, dental, and vision insurance
• 401k with 4% match
• 16 weeks paid parental leave
• Employee mobility program and annual L&D budget