Altruist is a hyper-growth fintech company on a mission to make financial advice better and more accessible for everyone.
Our team is building a revolutionary platform for financial advisors and their clients to remove the friction from investing and reduce the barrier to entry into wealth creation and management.
Using Altruist, advisors can work more efficiently and reduce costs, enabling them to help more people, better.If you’re passionate about your craft and are looking for big, meaningful problems to solve, then you’ll love what we’re up to.
At Altruist, you’ll have the opportunity to do exciting work on products ranging from complex enterprise business software to a beautiful consumer app experience and user acquisition platform.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 maintenanceSleuth defects and proactively shepherd to resolutionProvide exceptional customer service go above and beyond to foster rapport, delight customers, and drive loyaltyBecome an expert in Altruist’s product offeringTranslate complex customer issues for both technical and non-technical audiencesTag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisionsHelp maintain and update response templates and platform FAQsAdhere to compliance and regulatory guidelines at all timesOperate in a remote position but eventually be part of one of our three offices (Los Angeles, Austin, Grand Rapids)What you’ll need:2+ years of customer support or call-center experience2+ years broker-dealer operations or clearing firm experienceWorking knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clientsProficiency with ticket management systems such as Zendesk and JiraDeep empathy for our customers; exemplary active listening and interpersonal skillsAble 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 environmentMotivated to uncover the root cause of issues and drive them to resolutionTeam mindset focused on setting each other up for success; low egoStrong written and verbal communication skillsApproach all job responsibilities with a sense of urgency and attention to detailA bachelor’s degree or equivalent experienceFINRA Series 99 license (preferred), or the ability to complete the examinations in your first 180 daysWhat you’ll get:At Altruist, you’ll work with a talented group of creators working relentlessly to disrupt an antiquated system primed for disruption.
You’ll have the freedom to do your best work alongside down-to-earth professionals at the leading edge of their disciplines and the opportunity to make a real impact through your contributions.
As an early team member at a young (fast-growing) company, you’ll have a significant influence on how we build our products.Altruist believes the best work comes from a happy team who’s encouraged to continually grow and develop their expertise.
We take pride in our culture, built on a foundation of mutual respect and transparency, and rooted in our three core values:Kindness: The equal and kind treatment of all is of foremost importance to us, and we continually strive to bring diversity in thought and background to our team to strengthen our company.Brilliance: Brilliance at Altruist means constantly striving to better your craft with a hunger for constant learning and growth.Grit: Our team is driven, has a bias towards action, and an insatiable appetite for getting things done to bring us closer to realizing our mission.Think you’ll be a good fit?
Apply with a link to your portfolio.
We look forward to meeting you.