Advisor Support Representative
Core
Resolve complex customer inquiries and operational issues for financial advisors using proprietary systems, acting as a bridge between product, operations, and service.
Role type
Senior IC Advisor Support Representative (Financial Services)
Builds
Advisor trust, long-term loyalty, and operational stability for the Altruist platform
Domain
Wealth management / Financial technology
Deliverable
client delivery
Required skills
Complex problem solving, empathy, active listening, ticket management systems proficiency, RIA operations knowledge, compliance adherence
Preferred skills
FINRA Series 7 and 63 licenses, advanced product/process expertise, creative problem solving
Technologies
Salesforce, Jira
Responsibilities
Diagnose and resolve complex inquiries spanning account opening, funding, trading, fee billing, and reporting; sleuth defects and shepherd issues to resolution with engineering and compliance teams; maintain and update response templates and internal documentation; tag data and feedback to inform product roadmap prioritization
Seniority
Mid-level, hands-on IC
