Customer Support • Entry-Level

Who you are

You are someone who thrives in a dynamic environment and enjoys solving complex problems. You possess a high degree of adaptability and resilience, which allows you to navigate challenges effectively. Your curiosity drives you to learn and grow, making you an ideal fit for a role that operates at the intersection of product, operations, and service. You understand the importance of delivering exceptional support to financial advisors and their clients, and you are committed to making financial advice better and more accessible.

You believe in the values of kindness, brilliance, and grit. You listen to understand and embrace diverse perspectives, fostering a collaborative environment. You take ownership of your work and are always looking for ways to improve processes and outcomes. You are not afraid to engage in healthy debates and are open to feedback, which helps you grow both personally and professionally.

What you'll do

As an Advisor Support Representative at Altruist, you will play a crucial role in supporting financial advisors across the nation. Your responsibilities will include addressing inquiries, troubleshooting issues, and providing solutions that enhance the advisor experience. You will collaborate closely with product and operations teams to ensure that advisors have the tools and resources they need to succeed. Your work will directly impact the outcomes for advisors and their clients, making your role vital to the company's mission.

You will engage with advisors to understand their needs and challenges, providing insights that help shape product development and service improvements. Your ability to communicate effectively and empathetically will be key in building strong relationships with advisors. You will also contribute to a culture of continuous improvement by sharing feedback and suggestions with your team.

What we offer

At Altruist, we are dedicated to building a diverse and inclusive workplace. We encourage you to apply even if your experience doesn't align perfectly with every qualification in the job description. We believe that your unique perspective can contribute to our mission of transforming the wealth management industry. Join us in making financial advice better, more affordable, and accessible to all.