Financial Planning Product Support Specialist

Join Our Talented Support Team

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!

PRIMARY RESPONSIBILITIES:

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.

BENEFITS

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
Flexible vacation (no limit)
Fun and social outings, including happy hours and team building events
Casual dress code
Pet friendly office

QUALIFICATIONS

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

SKILLS

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, SCHEDULE & SALARY

Schedule: Monday – Friday, 9 am ET – 6 pm ET
Location: Hybrid remote in Shelton, CT
Pay: $50,000 plus an annual bonus of up to $1,500