CX Associate
Alto Solutions
Be a Part of Something Big
At Alto, we're changing the way people invest for the future.
For too long, only the ultra-wealthy could afford to benefit from alternative investments, and that meant a lot of missed opportunities for everyday investors. Alto was founded on the belief that a diversified portfolio is essential to investing for the future, and that's only possible if everyone can invest in the assets they're truly interested in.
So we created a solution that allows ordinary people to invest their tax-advantaged retirement funds into non-traditional assets, like real estate, startups, securitized artworks, cryptocurrency, and more.
By joining Alto's growing team, you'll be helping to make our mission a reality. And you'll work with some truly unique people who are passionate about what they do. We're also pretty big on celebrating individuality—after all, one of our core values is "you do you." And we actually live it. Really.
To learn more about our team and working with us, please visit our Before You Apply page, which features videos of our CEO and other team members answering questions about working at Alto.
Join Our Dynamic Team as a
Client Experience Associate at Alto!
*Please note, this is a remote role but candidates must be in the Nashville area and willing to go in to the office twice per week for the first 90 days, and thereafter as needed.
Job Summary
Are you passionate about delivering exceptional service and playing a pivotal role in the financial technology sector? At Alto, we're on a mission to democratize alternative asset investments, making it easy and accessible for investors to diversify their portfolios with alternatives like startups, private equity, venture capital, and cryptocurrencies through IRAs. Our commitment to innovation, customer satisfaction, and driving change sets us apart in the market. We stand out through our cutting-edge technology, diverse marketplace offerings, and unmatched customer service. Now, we're looking for a talented and dedicated Client Experience Associate to join our Operations team and help elevate our customer interactions to new heights.
What You'll Do:
As a Client Experience Associate, you'll be the frontline support for our investors, issuers, and financial advisors, assisting them across a broad spectrum of services including:
- Initiating and managing account funding and transfer requests via multiple channels.
- Collaborating with internal and external stakeholders to facilitate fund transfers.
- Providing detailed support regarding products, accounts, and issuer-related inquiries.
- Supporting the investment process for both issuers and investors on our platform.
- Troubleshooting and resolving client issues in partnership with the Alto application and relevant teams.
- Working closely with product, compliance, operations, marketing, and finance teams to resolve complex issues.
- Recognizing when to escalate matters to senior associates or managers for further assistance.
Who You Are:
- You hold a Bachelor's degree or equivalent, backed by relevant client-facing experience.
- You have at least 2 years of experience in client support or a business-focused discipline, preferably with exposure to the FinTech, startup, or finance industries.
- Your experience with HubSpot, Jira, or similar CRM and ticketing systems will be highly valued.
- You're adept at navigating fast-paced environments and complex SaaS interfaces, with a keen eye for identifying and escalating issues.
- Your solution-oriented mindset, excellent communication skills, and empathetic approach make you stand out.
- You possess a strong work ethic, resilience in the face of challenges, and an entrepreneurial spirit, ready to roll up your sleeves and make an impact.
Why Alto?
We answered your most pressing questions before you apply here. We are a dynamic and collaborative team, all working towards a common goal. With every interaction, you feel our culture throughout our company. We care about diversity, inclusion, and belonging, and every voice is heard. We also care most about our people. We show it through our actions, and we offer a lot of really great benefits, including:
- A generous open PTO policy
- Comprehensive health insurance options for employees
- 401(k) with company match up to 3% yearly
- Equity as a part of your compensation
- A competitive compensation and benefits package
- 12 paid holidays
- Discounted and/or free Alto investor accounts
- Four to 12 weeks paid parental leave
- A remote-first culture - work from home or our Nashville office
- Flexibility to work from anywhere in the US
- An emphasis on work-life balance
- No-meeting Fridays
Well, what are you waiting for? Apply already! :)