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.