Altruist
Advisor Support Representative
Los Angeles, CA
Sponsorship not specified$57k-$76kDetected 22 days ago
Product ManagementProduct StrategyJiraSalesforceProcess ImprovementCustomer SupportCommunicationCollaborationProblem SolvingAdaptability
About the role
- 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.
Responsibilities
- Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance
- Provide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyalty
- Develop deeper expertise within one or more product or operational specializations, serving as a go-to resource for advisors and internal partners
- Help maintain and update response templates, internal documentation, and platform FAQs
- 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.
- 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.
- 2 or more years of customer support or call center experience
Requirements
- 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
- You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
Nice to have
- Bachelor's degree or equivalent professional experience preferred
- FINRA series 7 and 63 license preferred
Compensation
- Los Angeles, CA salary range - Advisor Support Representative - Level 2
Company info
- Deep empathy for customers, including exemplary active listening and interpersonal skills
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This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.