Join Altruist - Altruist

Join Altruist - Altruist

The opportunity This is not a traditional support role. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients. The work requires a high degree of adaptability, curiosity, and resilience. Our advisors rely on us to navigate challenges that are often nuanced, unfamiliar, or time-sensitive, and that responsibility is not for everyone. We are looking for individuals who bring kindness and empathy to every interaction, intellectual rigor to problem-solving, and the grit to persist through ambiguity. There's a lot to learn in this role, and success requires comfort with complexity, change, and continuous growth. As the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. This role is well-suited for individuals who enjoy mastering complex systems, tackling hard problems others avoid, and growing into trusted product and process experts over time.

This is a hybrid role requiring three days per week in the office.

Your impact 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, serving as a go-to resource for advisors and internal partners

Apply advanced product and process knowledge to resolve more complex or nuanced advisor issues within your specialization

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 and process improvement

Help maintain and update response templates, internal documentation, and platform FAQs

Adhere to all compliance and regulatory guidelines at all times

What you bring Experience 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 (i.e., Salesforce Jira, etc.)

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.

Altruist is hiring for this role on CareerPlace.

Apply on the company website through Altruist.

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