Altruist is seeking an Advisor Support Representative to join their team. The role requires a high degree of adaptability, curiosity, and resilience to solve complex problems and provide exceptional customer service. The ideal candidate will have 2+ years of customer support experience, a working knowledge of investing, and proficiency in ticket management systems.
Requirements
- 2 or more years of customer support or call center experience
- 2 or more years of broker-dealer operations or clearing firm experience
- Working knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clients
- Proficiency with ticket management systems such as Salesforce and Jira
- Deep empathy for customers, including exemplary active listening and interpersonal skills
- Education - Bachelor’s degree or equivalent professional experience preferred
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks and ticket management systems
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
Benefits
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
- Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
