Advisor Support Representative

Advisor Support RepresentativeThis 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 impactUtilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenanceSleuth defects and proactively shepherd issues to resolution in close partnership with product, engineering, operations, and compliance teamsProvide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyaltyBecome an expert in Altruist's product offering and end-to-end operational workflowsDevelop deeper expertise within one or more product or operational specializations, serving as a go-to resource for advisors and internal partnersApply advanced product and process knowledge to resolve more complex or nuanced advisor issues within your specializationTranslate complex customer issues clearly for both technical and non-technical audiencesTag data and feedback gathered through customer interactions to inform product roadmap prioritization and process improvementHelp maintain and update response templates, internal documentation, and platform FAQsAdhere to all compliance and regulatory guidelines at all timesWhat you bringExperience 2 or more years of customer support or call center experience2 or more years of broker-dealer operations or clearing firm experienceWorking knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clientsProficiency with ticket management systems such as Salesforce and JiraDeep empathy for customers, including exemplary active listening and interpersonal skillsEducation - Bachelor's degree or equivalent professional experience preferredTechnical 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 undeniableSuperb 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.Bonus points if you bring FINRA series 7 and 63 license preferredDallas, TX salary range - Advisor Support Representative - Level 2$54,000 - $71,000 USDDallas, TX salary range - Advisor Support Representative - Level 3$68,000 - $85,000 USDWhat we bringStunning, 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 after one year of employment.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 a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.