Financial Planning Product Support Specialist

RightCapital is an innovative financial tech startup providing cutting-edge holistic financial planning software. The Product Support Specialist will assist Financial Advisors in utilizing the software to create financial plans, manage inbound communications, and expand their knowledge through coaching. This role offers opportunities for career growth within the company.

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

Skills

• Bachelor's (Required)
• Ability to Commute: Shelton, CT 06484 (Required)
• Ability to Relocate: Shelton, CT 06484: Relocate before starting work (Required)
• 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
• Experience with MAC iOS preferred
• Client services: 1 year (Preferred)
• Location: Shelton, CT 06484 (Preferred)

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
• On-the-job training
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Company Overview