Advisor Support Representative
Job Description
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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.
About the position
Altruist is entering an exciting phase, and we’re looking for a Advisor Support Representative to join our Customer Success team!
Please note: This is a hybrid position based out of our Los Angeles, CA facility with 3x per week onsite.
What you’ll do
- Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance
- Sleuth defects and proactively shepherd to resolution
- Provide exceptional customer service — go above and beyond to foster rapport, delight customers, and drive loyalty
- Become an expert in Altruist’s product offering
- Translate complex customer issues for both technical and non-technical audiences
- Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions
- Help maintain and update response templates and platform FAQs
- Adhere to compliance and regulatory guidelines at all times
What you’ll bring
- 2+ years of customer support or call-center experience
- 2+ years broker-dealer operations or clearing firm experience
- Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients
- Proficiency with ticket management systems such as Zendesk and Jira
- Deep empathy for our customers; exemplary active listening and interpersonal skills
- Able to deal with frequent change, delays, or unexpected events.
- Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment
- Motivated to uncover the root cause of issues and drive them to resolution
- Team mindset focused on setting each other up for success; low ego
- Strong written and verbal communication skills
- Approach all job responsibilities with a sense of urgency and attention to detail
- A bachelor’s degree or equivalent experience
- FINRA Series 7 license or equivalent preferred
Los Angeles, CA salary range
$68,000—$90,000 USD
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive salary and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Flexible PTO so you can satisfy your passions outside of work
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). 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.
