Financial Planning Product Support Specialist

RightCapital Inc.; Shelton (CT); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Annual bonus up to $1,500

Group medical health insurance

Vision and dental insurance

401(k) plan with employer match

$1,200 wellness fund

Free onsite gym membership

Free weekly team breakfast and lunch

Social outings and team-building events

Job summary

A financial technology company in Shelton, CT is seeking a Customer Support Specialist to assist Financial Advisors with their software. Ideal candidates have a background in client services and a Bachelor's degree in related fields. The role offers training, a hybrid work environment, and various benefits including a 401(k) plan and an annual bonus of up to $1,500.

Qualifications

• 1+ years of experience in a client services/support role preferred.
• Bachelor's Degree in Finance, Economics, Business Administration, or related fields preferred.
• Excellent verbal and written communication skills required.

Responsibilities

• Assist Financial Advisors with questions on the software.
• Manage inbound chats and phone calls.
• Research, troubleshoot, and follow-up on tickets.

Skills

Client services experience

Verbal communication skills

Written communication skills

Problem-solving skills

Time management skills

Microsoft Office proficiency

Education

Bachelor's Degree in related fields

Tools

Microsoft Office Suite

Job description

As part of our Product Support Team, you will be working with our customers, Financial Advisors in helping them to utilize our software to create financial plans for their clients. With a 98% customer satisfaction rate, we take great pride in assisting our customers each and every day.

This is an excellent opportunity for someone who is interested in breaking into the Financial Planning /Technology industry. We provide the necessary training and coaching to help get you up to speed to assist advisors in analyzing financial plan data. Each day you are surrounded by a supportive team with the knowledge and desire to help you succeed. This role, and your interactions with various departments, opens up more opportunities within the company as you are ready to grow your career!

Assist Financial Advisors by answering a variety of in-depth questions on RightCapital’s financial planning software.

Manage a large workload of inbound chats and phone calls to aid Financial Advisors in their understanding of the platform.

Research, troubleshoot, and submit tickets to our aggregation provider and follow through to resolution.

Expand your financial planning and product knowledge through ongoing coaching sessions with our Training Team.

Work closely with our Product Support Leads to further develop your research, problem-solving, and written and verbal communication skills.

Stay up to date with frequent product enhancements and new features by participating in training sessions, reading help center materials, and testing functionality.

Exciting, welcoming, and challenging work environment

Multiple career path options

Eligible for an annual bonus of up to $1,500

Group medical health insurance – multiple options with generous subsidies

Vision and Dental group insurance

401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%

$1,200 annual wellness fund that allows employees to improve all aspects of their wellbeing

Free onsite gym membership

Free weekly team breakfast and lunch

Fun and social outings, including happy hours and team building events

1+ years of experience in a client services/ customer service/ support role preferred

Bachelor's Degree (in fields such as in Finance, Economics, Business Administration, Business Information Systems, Mathematics, Statistics) preferred

FINRA Securities Industry Essential (SIE) or similar is a plus

Excellent verbal and written communication skills

Ability to gather and analyze information to solve problems; willing to look for efficiencies that can be made to improve the customer experience and internal processes

Motivated self-starter who can effectively interact with team members

Organized with strong time management skills

Proficiency with Microsoft Office suite of applications (Excel, Outlook, etc). Experience with MAC iOS preferred

Location: Hybrid remote in Shelton, CT

Pay: $50,000 plus an annual bonus of up to $1,500