Customer Support Specialist

| Remote
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Altruist is an LA fintech company on a mission to make financial advice better for everyone. We’re looking to hire a dedicated Customer Service Representative to provide direct support to the financial advisors using our technology platform.

Our team is solving a huge problem that requires big-picture thinkers who are motivated to make a real difference through their work. If you're passionate about building meaningful products that people love to use, then you’ll love what we’re up to.

What you’ll do

  • Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance
  • Sleuth defects and proactively shepherd to resolution
  • Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty
  • Become an expert in Altruist’s product offering
  • Translate complex customer issues for both technical and non-technical audiences
  • Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions
  • Help maintain and update response templates and platform FAQs
  • Adhere to compliance and regulatory guidelines at all times
  • Operate in a remote position and report to manager in CA headquarters but will eventually be part of our second office location

What you’ll need

  • 2+ years of customer support or call-center experience
  • 2+ years broker-dealer operations or clearing firm experience
  • Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients
  • Proficiency with ticket management systems such as Zendesk and Jira
  • Deep empathy for our customers; exemplary active listening and interpersonal skills
  • Able to deal with frequent change, delays, or unexpected events.
  • Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment
  • Motivated to uncover the root cause of issues and drive them to resolution
  • Team mindset focused on setting each other up for success; low ego
  • Strong written and verbal communication skills
  • Approach all job responsibilities with a sense of urgency and attention to detail
  • A bachelor’s degree or equivalent experience
  • FINRA Series 99 license (preferred), or the ability to complete the examinations in your first 180 days

What you’ll get

At Altruist you’ll work with a talented group of hungry creators looking to disrupt our industry. You’ll be given the freedom to do your best work alongside down-to-earth developers, designers, and thinkers who are at the leading edge of their craft.

We offer top-of-the-line health benefits, 401(k), a competitive salary, and a flexible schedule including unlimited vacation time. You’ll join at the ground floor and have the opportunity to make your mark and have a real say in how we build products. Our office is located in the heart of Venice, CA on Abbot Kinney Blvd.

You’ll join a proven founding team that is backed by one of the most storied VCs in the US, Venrock. Together, we’re going to fix the broken parts of finance and investing (most of it).

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • SwiftLanguages
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • MongoDBDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • SketchDesign
    • FigmaDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • HubSpotCRM
    • MailChimpEmail
    • SendGridEmail

Location

Per GQ & Forbes magazine, "The coolest street/block in America." Abbot Kinney Blvd. The beach is also just a 15-minute walk away.

An Insider's view of Altruist

What’s the vibe like in the office?

Our office is relaxed and welcoming. We check our egos at the door and focus on producing great work together. Collaboration is paramount. While we're flexible, down-to-earth, and provide plenty of autonomy—we're also extremely motivated and hard-working. Altruist has a huge opportunity to make a big impact and we're dedicated to making it happen.

John

Head of Design

What does your typical day look like?

Our team has a collaborative spirit while also taking ownership of our areas of expertise. The environment at Altruist requires us to be flexible as we build our technology for our clients. Maintaining a balance between these multiple aspects is both challenging and fulfilling. I genuinely feel empowered and responsible to make an impact.

Gokul

Quantitative Researcher

What's something quirky about your company?

Let’s just say that I don’t dread Mondays anymore. People genuinely want to be here! Coming to work is like coming to hang out with great friends, and together we are building something that will help a lot of people. The days tend to fly by, and in the heart of Venice, there is never a dull moment!

Shabana

Marketing Manager

What are Altruist Perks + Benefits

Altruist Benefits Overview

Office on Abbot Kinney, 401k with 4% company match, stock options, unlimited PTO, free snacks/beverages, dog friendly office, flexible schedule, community volunteering, monthly lunch & learns, fun work environment.

Culture
Volunteer in local community
Altruist loves to volunteer in our communities. We have participated in beach clean-ups and looking to get involved with local charities, animal shelters and helping the homeless.
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Altruist offers stock options with a 4 year vesting schedule.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Altruist provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Altruist offers commuter benefits for transit and parking. Altruist will deposit $100 each month towards your commuter benefits.
Stocked Kitchen
You want it, we probably have it. :)
Happy Hours
Happy hours are hosted every Thursday.
Parking
We offer employees flexible commuter benefits up to $100/mo, to be used however best for each team member.
Pet Friendly
Altruist pet policy is dog friendly daily.
Professional Development Benefits
Lunch and learns
Promote from within
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