Advisor Support Representative

About the Company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

Responsibilities

• Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance
• Sleuth defects and proactively shepherd issues to resolution in close partnership with product, engineering, operations, and compliance teams
• Provide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyalty
• Become an expert in Altruist’s product offering and end-to-end operational workflows
• Develop deeper expertise within one or more product or operational specializations
• Translate complex customer issues clearly for both technical and non-technical audiences
• Tag data and feedback gathered through customer interactions to inform product roadmap prioritization
• Help maintain and update response templates, internal documentation, and platform FAQs
• Adhere to all compliance and regulatory guidelines

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 Registered Investment Advisors (RIA) workflows
• Proficiency with Salesforce and Jira
• Bachelor’s degree or equivalent professional experience preferred
• Strong technical aptitude and communication skills

Preferred Qualifications

• FINRA series 7 and 63 license