Save application

altruist

Jun 30

Advisor Support Representative

Onsite Los Angeles, CA

go customer success

greenhouse

Match & cover letter

Create a profile to see your match and get a cover letter for this role.

Create profile and match

Job description

Join a team that supports financial advisors by resolving complex customer inquiries. This role requires adaptability and a strong understanding of financial operations.

Details

  • Los Angeles, CA, hybrid role (3 days in office)
  • $57,000—$90,000 USD based on level
  • 2+ years of customer support or call center experience
  • 2+ years of broker-dealer operations or clearing firm experience

The work

  • Diagnose and resolve complex customer inquiries related to account management
  • Collaborate with product, engineering, and operations teams to resolve issues
  • Provide exceptional customer service to build rapport and trust with advisors
  • Develop expertise in Altruist’s product offerings and operational workflows