About Altruist
Altruist is a fast growing fintech company that’s transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we’re seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!
Altruist is entering an exciting phase, and we’re looking for a Customer Support Specialist to join our Customer Success team in San Diego, CA or Dallas, TX or Remotely
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 required
Dallas, TX salary range
$54,000—$71,000 USD
San Diego, CA salary range
$57,000—$76,000 USD
Benefits
- Competitive salary and stock options
- Premium Healthcare, Dental, and Vision insurance plans
- Generous paid parental leave
- 401(k) savings plan with matching contributions
- Flexible paid time off
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