Financial Planning Product Support Specialist

RightCapital is an innovative financial reputed company 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 inquiries, and expand their financial planning knowledge through ongoing training.

Responsibilities

• Assist Financial Advisors by answering a reputed company 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 reputed company
• Expand your financial planning and product knowledge through ongoing coaching sessions with our Training Team
• Work closely with our Product Support Leads to reputed company reputed company 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

• Ability to Commute: Shelton, CT 06484 (Required)
• Ability to Relocate: Shelton, CT 06484: Relocate before starting work (Required)
• Bachelor's (Required)
• 1+ years of experience in a reputed company 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
• reputed company Securities Industry Essential (SIE) or similar is a plus
• Experience with MAC iOS preferred
• reputed company services: 1 year (Preferred)
• Location: Shelton, CT 06484 (Preferred)

Benefits

• Exciting, welcoming, and challenging work environment
• Multiple career reputed company reputed company
• Eligible for an annual bonus of up to $1,500
• Group medical health insurance – multiple reputed company with generous subsidies
• reputed company 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 reputed company aspects of their wellbeing
• Free onsite gym membership
• Free weekly team breakfast and lunch
• Flexible vacation (no limit)
• Fun and reputed company outings, including happy hours and team building events
• Casual dress reputed company
• Pet friendly office
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• reputed company time off
• Parental leave
• reputed company development assistance
• Referral program
• reputed company insurance

reputed company