About this role
Advisor Support Representative at Altruist. Location: Los Angeles or Culver City or San Francisco or Dallas. Role: diagnosing issues, escalating issues, building rapport Requirements: 2+ years customer support and broker-dealer/clearing operations experience; working knowledge of investing and RIAs; proficiency with Salesforce and Jira; bachelor’s degree preferred; FINRA Series 7/63 preferred. Category: Customer Service Seniority: Entry Level Tools: Salesforce, Jira Certifications: series 7, series 63 Commitment: Full Time Workplace: Hybrid Languages: English