We use cookies to enhance your experience. By using our site, you agree to our use of cookies.

Altruist Logo

Altruist

Advisor Support Representative

Apply Now
🌎

Dallas, TX

9h ago
👀 1 views
📥 0 clicked apply

Job Description

Hybrid

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.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire an Advisor Support Representative to join our growing Customer Success team. In this role, you will respond to inquiries from Registered Investment Advisor via chat, email and phone using an interaction model and a desire to provide a delightful experience. You will collaborate internally with our product team via Salesforce and JIRA to answer advisor questions. You will actively participate in your team environment to contribute to a highly engaged organizational culture.

Your impact

  • 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 bring

  • Experience
    • 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
  • 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.
  • Bonus points if you bring
    • FINRA series 7 and 63 license preferred
Dallas, TX salary range - Advisor Support Representative - Level 2
$54,000—$71,000 USD
Dallas, TX salary range - Advisor Support Representative - Level 3
$68,000—$85,000 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. Please note that perks and benefits are only applicable for full-time staff employment opportunities.

  • 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.

Apply Now

More Jobs at Altruist

Locations
Jobs by Title
Jobs by Type