Job details

Advisor Support Representative

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we're looking for a Advisor Support Representative to join our Customer Success team!

Please note: This is a hybrid position based out of our Dallas, TX facility with 3x per week onsite.

What you’ll do

Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance
Sleuth defects and proactively shepherd to resolution
Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty
Become an expert in Altruist’s product offering
Translate complex customer issues for both technical and non-technical audiences
Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions
Help maintain and update response templates and platform FAQs
Adhere to compliance and regulatory guidelines at all times

What you’ll bring

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 our customers; exemplary active listening and interpersonal skills
Able to deal with frequent change, delays, or unexpected events.
Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment
Motivated to uncover the root cause of issues and drive them to resolution
Team mindset focused on setting each other up for success; low ego
Strong written and verbal communication skills
Approach all job responsibilities with a sense of urgency and attention to detail
A bachelor’s degree or equivalent experience
FINRA Series 7 license or equivalent preferred

Dallas, TX salary range

$55,000—$85,000 USD

Benefits

Competitive salary and stock options
Premium Healthcare, Dental, and Vision insurance plans
Generous paid parental leave
401(k) savings plan with matching contributions
Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.