Product Support Specialist
Customer Experience
Join Our Talented Support Team
As part of our Product Support Team, you will be working with our customers, Financial Advisors, helping them to utilize our software to create financial plans for their clients. With a 97% 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 Services/Technology industry. We provide the necessary training and coaching to help get you up to speed. 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:
Respond to financial advisor questions via online messaging and phone regarding financial planning and technology questions.
Work closely with our data and service provider by managing tickets thru resolution
Engage with Senior Product Support Specialists to expand product knowledge base
Stay up to date with system enhancements and new features to better assist our customers
Qualifications
1+ years of experience in a customer service/support role preferred
Financial services experience preferred
Bachelor's Degree (in fields such as Business Administration, Finance, Economics, Sports Management, Mathematics, Statistics) preferred
Securities Industry Essentials or similar a plus
Desired 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
Benefits
Exciting, welcoming, and challenging work environment
Multiple career path options
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 yearly 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)
Casual dress code
Pet friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
Location, Schedule & Salary
Schedule: Monday – Friday, 9 am ET – 6 pm ET
Location: Hybrid remote in Shelton, CT
Pay: $43,000 - $44,000 per year