Advisor Support Representative
Core
Advisor Support Representative operating at the intersection of product, operations, and service, diagnosing and resolving complex customer inquiries for financial advisors.
Role type
Senior IC customer support specialist (financial services)
Builds
Altruist's AI platform for wealth professionals
Domain
Wealth management / Financial technology
Deliverable
client delivery
Required skills
complex system diagnosis, defect sleuthing, regulatory compliance adherence, ticket management, product workflow expertise, data tagging for roadmap feedback
Preferred skills
FINRA Series 7 and 63 licenses, broker-dealer operations experience, Registered Investment Advisor (RIA) knowledge
Technologies
Salesforce, Jira
Responsibilities
Diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance; sleuth defects and shepherd issues to resolution with product and engineering teams; build rapport and drive advisor trust; become an expert in product offering and operational workflows; tag data and feedback to inform product roadmap; maintain response templates and internal documentation
Seniority
Mid-level, hands-on IC
