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salesforce compliance jira broker-dealer operations📋 Description
- Use proprietary systems to diagnose and resolve complex inquiries
- Partner with product, engineering, ops and compliance to shepherd issues
- Deliver exceptional service by building rapport and empathy
- Become an expert in Altruist product and end-to-end workflows
- Develop expertise in one or more product/operational specializations
- Translate complex issues for technical and non-technical audiences
🎯 Requirements
- 2+ years customer support or call center
- 2+ years broker-dealer operations or clearing
- Knowledge of investing and RIAs
- Proficiency with Salesforce and Jira
- Bachelor’s degree or equivalent preferred
- Tech-savvy; quick to learn modern tech stacks
🎁 Benefits
- Hybrid work schedule
- Offices in Culver City, SF, Dallas
- Health, dental, and vision insurance
- 401k with 4% match
- 16 weeks paid parental leave
- Employee mobility program and L&D budget
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