Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... customer interactions to inform product roadmap prioritization and process improvement * Help ...
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... customer interactions to inform product roadmap prioritization and process improvement * Help ...
Manager, Customer Support
Chicago, IL · On-site
Drive practical improvements through process optimization, knowledge sharing, AI-enabled tools, and workflow enhancements that make support easier, faster, and more consistent for customers and team ...
Quick apply
Manager, Customer Support
Chicago, IL · On-site
Drive practical improvements through process optimization, knowledge sharing, AI-enabled tools, and workflow enhancements that make support easier, faster, and more consistent for customers and team ...
Customer Support Associate
Idaho Falls, ID · On-site
$16.75 - $23/hr
Share customer feedback with relevant teams to improve products, services, or support processes. * Participate in team meetings to discuss common issues, new product updates, or process improvements ...
Customer Support Associate
Idaho Falls, ID · On-site
$16.75 - $23/hr
Share customer feedback with relevant teams to improve products, services, or support processes. * Participate in team meetings to discuss common issues, new product updates, or process improvements ...
Customer Support
Muscatine, IA · On-site
$20 - $22/hr
Provide effective sales service support for all customers by efficiently processing all customer orders and monitoring the shipment. Assist the Foremost sales team, as needed, in the development of ...
Customer Support
Muscatine, IA · On-site
$20 - $22/hr
Provide effective sales service support for all customers by efficiently processing all customer orders and monitoring the shipment. Assist the Foremost sales team, as needed, in the development of ...
Advisor Support Representative
Dallas, TX · On-site
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... customer interactions to inform product roadmap prioritization and process improvement * Help ...
Advisor Support Representative
Dallas, TX · On-site
Advisor Support Representatives at Altruist operate at the intersection of product, operations, and ... customer interactions to inform product roadmap prioritization and process improvement * Help ...
Advisor Support Representative
La Vista, NE · Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates ... Review, verify, and process service forms and requests submitted by financial professionals
Advisor Support Representative
La Vista, NE · Hybrid
$45K - $55K/yr
Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates ... Review, verify, and process service forms and requests submitted by financial professionals
Customer Support
Milford, OH · On-site
$14.75 - $19/hr
Adhere to quality standards, security requirements, and operational processes. Strong customer centric mindset with high ownership Excellent verbal and written communication skills Ability to ...
Customer Support
Milford, OH · On-site
$14.75 - $19/hr
Adhere to quality standards, security requirements, and operational processes. Strong customer centric mindset with high ownership Excellent verbal and written communication skills Ability to ...
Customer Support
Austin, TX · On-site
$16.75 - $21.50/hr
... delivering unparalleled support, working directly with customers to provide a world-class ... Partner with engineering, marketing, and operations teams to streamline processes, enhance the ...
Customer Support
Austin, TX · On-site
$16.75 - $21.50/hr
... delivering unparalleled support, working directly with customers to provide a world-class ... Partner with engineering, marketing, and operations teams to streamline processes, enhance the ...
Customer Support Manager
Orlando, FL · On-site
This role will be responsible for managing day-to-day support operations, building processes, and ensuring a high-quality, compliant customer experience. Given our regulated environment, candidates ...
Customer Support Manager
Orlando, FL · On-site
This role will be responsible for managing day-to-day support operations, building processes, and ensuring a high-quality, compliant customer experience. Given our regulated environment, candidates ...
Customer Support
Tulsa, OK · On-site
$14.75 - $18.75/hr
Participate in logistics and order process improvement projects with plants and/or other regions ... Provide support for general customer inquiries, such as drawing requests, KHK documentation ...
Customer Support
Tulsa, OK · On-site
$14.75 - $18.75/hr
Participate in logistics and order process improvement projects with plants and/or other regions ... Provide support for general customer inquiries, such as drawing requests, KHK documentation ...
Troubleshoot and resolve operational challenges, including account setup, transaction processing ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Troubleshoot and resolve operational challenges, including account setup, transaction processing ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Customer Support
Olathe, KS · On-site
$16.50 - $21/hr
This in office position is seeking customer-focused candidates who provides exceptional support to residential and commercial customers, accurately processes service and installation tickets, and ...
Customer Support
Olathe, KS · On-site
$16.50 - $21/hr
This in office position is seeking customer-focused candidates who provides exceptional support to residential and commercial customers, accurately processes service and installation tickets, and ...
Customer Support
South Charleston, WV · On-site
$14.75 - $19/hr
... process save/service order requests from customers. • Interact with customers patiently, tactfully, and efficiently. • Clearly explain applicable fees and adjustments to customers. • Offer ...
Customer Support
South Charleston, WV · On-site
$14.75 - $19/hr
... process save/service order requests from customers. • Interact with customers patiently, tactfully, and efficiently. • Clearly explain applicable fees and adjustments to customers. • Offer ...
Customer Support
Augusta, GA · On-site
$14 - $18/hr
... process save/service order requests from customers. • Interact with customers patiently, tactfully, and efficiently. • Clearly explain applicable fees and adjustments to customers. • Offer ...
Customer Support
Augusta, GA · On-site
$14 - $18/hr
... process save/service order requests from customers. • Interact with customers patiently, tactfully, and efficiently. • Clearly explain applicable fees and adjustments to customers. • Offer ...
Agile Development Support Process Engineer
Linthicum, MD · On-site
$146K - $234K/yr
As a Development Support Process Engineer on our team, you will support a customer Program Management Office (PMO) overseeing a large multi-organizational agile software development project. You will ...
Agile Development Support Process Engineer
Linthicum, MD · On-site
$146K - $234K/yr
As a Development Support Process Engineer on our team, you will support a customer Program Management Office (PMO) overseeing a large multi-organizational agile software development project. You will ...
Customer Support Solutions Lead
New York, NY · On-site
$20.50 - $27.25/hr
We believe great customer support means meeting customers where they are-delivering the right ... We're looking for someone who can both design a better process and build the solution that makes it ...
Customer Support Solutions Lead
New York, NY · On-site
$20.50 - $27.25/hr
We believe great customer support means meeting customers where they are-delivering the right ... We're looking for someone who can both design a better process and build the solution that makes it ...
Seasonal Customer Support
Miamisburg, OH · On-site
$12.50 - $16.25/hr
Schedule appointments accurately and efficiently with the appropriate licensed advisor based on ... Complete required training, maintain knowledge of processes, and adhere to all compliance and call ...
Seasonal Customer Support
Miamisburg, OH · On-site
$12.50 - $16.25/hr
Schedule appointments accurately and efficiently with the appropriate licensed advisor based on ... Complete required training, maintain knowledge of processes, and adhere to all compliance and call ...
Troubleshoot and resolve operational challenges, including account setup, transaction processing ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Quick apply
Troubleshoot and resolve operational challenges, including account setup, transaction processing ... Familiarity with CRM tools such as Salesforce. * Previous experience in a call center setting.
Customer Support
$16.75 - $21.50/hr
They need to have the ability to adapt to changes in process and procedures as implemented. They must have the ability to provide quality customer service to small and midsized corporations. Must ...
Customer Support
$16.75 - $21.50/hr
They need to have the ability to adapt to changes in process and procedures as implemented. They must have the ability to provide quality customer service to small and midsized corporations. Must ...
Customer Support Engineer
Manchester, IA · On-site
Support process improvement initiatives within warranty, quoting, and service workflows. * Provide input for technical bulletins, product documentation, and customer training materials. * Participate ...
Customer Support Engineer
Manchester, IA · On-site
Support process improvement initiatives within warranty, quoting, and service workflows. * Provide input for technical bulletins, product documentation, and customer training materials. * Participate ...
Customer Support Process Advisor information
See salary details
$5.29 - $7.26
0% of jobs
$7.26 - $9.22
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$9.22 - $11.19
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$11.19 - $13.16
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$13.16 - $15.12
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$15.12 - $17.09
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$17.09 - $19.06
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$19.06 - $21.02
4% of jobs
$21.62 is the 25th percentile. Wages below this are outliers.
$21.02 - $22.99
69% of jobs
$23.28 is the 75th percentile. Wages above this are outliers.
$22.99 - $24.96
12% of jobs
$24.96 - $26.92
14% of jobs
$5
$23
$26
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Advisor Support Representative
Los Angeles, CA • Hybrid
Full-time
Re-posted 18 days ago
Job description
The opportunity
This 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 our Culver City office.
Your impact
- Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance
- Sleuth defects and proactively shepherd issues to resolution in close partnership with product, engineering, operations, and compliance teams
- Provide exceptional customer service by building rapport, demonstrating empathy, and driving advisor trust and long-term loyalty
- Become an expert in Altruist's product offering and end-to-end operational workflows
- Develop deeper expertise within one or more product or operational specializations, serving as a go-to resource for advisors and internal partners
- Apply advanced product and process knowledge to resolve more complex or nuanced advisor issues within your specialization
- Translate complex customer issues clearly for both technical and non-technical audiences
- Tag data and feedback gathered through customer interactions to inform product roadmap prioritization and process improvement
- Help maintain and update response templates, internal documentation, and platform FAQs
- Adhere to all compliance and regulatory guidelines at all times
What you bring
- Experience
- 2 or more years of customer support or call center experience
- 2 or more years of broker-dealer operations or clearing firm experience
- Working knowledge of investing and an understanding of what Registered Investment Advisors (RIA) do on behalf of their clients
- Proficiency with ticket management systems such as Salesforce and Jira
- Deep empathy for customers, including exemplary active listening and interpersonal skills
- Education - Bachelor's degree or equivalent professional experience preferred
- 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
About ALTRUIST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Los Angeles, CA, US
Year founded
2018