About this role
Advisor Support Representative at Altruist. Location: Dallas or Los Angeles. Role: diagnose inquiries, resolve issues, build rapport Requirements: 2+ years customer support; 2+ years broker-dealer operations; familiarity with investing and RIAs; proficient with Salesforce and Jira; strong empathy and communication. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Jira Certifications: finra series 7, finra series 63 Commitment: Full Time, Contract Workplace: Hybrid Languages: English