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Client Operations Associate

Alto Solutions

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Operations

Remote

Posted on Jan 4, 2025

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.

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.

Job Summary:

Our client operations team keeps the wheels spinning at Alto. As an associate on the team, you will report directly to the Director of Client Experience, as well as, work closely with the Financial Operations team to ensure investment paperwork is executed and finalized in an accurate and timely manner. This role is vital to Alto’s investment process and driving greater customer satisfaction.

As a Client Operations Associate, your day-to-day will primarily revolve around operational needs that involve client accounts. An eye for detail and precision will be key as you support the execution of capital calls, investment documentation review, and other operational and procedural actions that involve our customers. Your role is critical to executing investment deals and resolving client-facing issues on behalf of Alto. If you are a person who enjoys being organized, working through tasks, data entry, and problem-solving, this role could be for you.

Essential Duties and Responsibilities:

Reviewing investment documentation and executing on behalf of Alto to direct investments.
Supporting the timely and efficient completion of subscription documents and purchase agreements.
Resolving questions and irregularities through frequent communication with our investment partners.
Representing Alto in customer outreach for support issues related to charge-backs, ACH returns and transaction errors.
Managing operational processes related to internal account transfers.
Executing requests for Alto’s Marketplace in partnership with the Sales & Success teams.
Professional communications with customers regarding their assets, accounts, and issues that have arisen from our operational processes that require customer involvement.
Supporting cross-functional needs with respect to Compliance, Client Experience, and Treasury requests.
Monitoring team inbound email requests and communication from internal and external stakeholders..
Ownership of distribution tax reporting to the financial operations team.
Cross-training with team members to ensure full coverage of responsibilities.
Perform other related duties as assigned.

Leadership Responsibilities:

No people-leader responsibilities.

Education and Experience:

Bachelor’s degree or equivalent is preferred
Relevant FinTech, or finance and accounting experience are recommended
1+ years of work experience is required

Skills and Abilities:

Required

Ability and desire to perform in a fast-paced environment subject to change and ambiguity
Extremely detail-oriented and able to perform data entry actions with little room for error.
Adept at drafting courteous and professional messages to customers and partners.
Track record of performing tasks that are deadline driven.
Empathetic, intellectually curious, and relationship-focused.
Ready to have fun and work alongside a dynamic team challenging the status quo.

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! :)

Alto is an Equal Opportunity Employer and Prohibits Discrimination of Any Kind

Alto is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alto are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, sex (including gender identity, sexual orientation, and pregnancy), family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alto will not tolerate discrimination or harassment based on any of these characteristics. Alto encourages applicants of all ages.

About Alto

Founded in 2015, AltoIRA aka Alto is a rapidly growing fintech startup based in Nashville, TN. At Alto, we’re building a next-generation platform to provide clients with the tools and opportunities they need to invest retirement funds into alternative assets. We’re empowering everyone to invest in what they choose and supporting their desire to take a more active role in shaping their financial future. The Alto platform streamlines the process for individual investors and advisors to access, research, and invest in alternative assets using retirement funds. It connects investors with private companies, fund managers, and over 50 recognized investment platforms, including Coinbase, Republic, Masterworks, and EquityZen, that offer access to a wide range of alternative assets, including startups, shares in artwork, real estate, cryptocurrency, and more.