Advisor Support Representative

Altruist•Dallas, TX

16h•$54,000 - $85,000•Hybrid

About The Position

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. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. 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.

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
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.
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.

Nice To Haves

FINRA series 7 and 63 license preferred

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, 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

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. Our offices are intentionally designed for comfort, collaboration, and productivity.
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.