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.ResponsibilitiesAssist Financial Advisors by answering a variety of in-depth questions on RightCapital’s financial planning softwareManage a large workload of inbound chats and phone calls to aid Financial Advisors in their understanding of the platformResearch, troubleshoot, and submit tickets to our aggregation provider and follow through to resolutionExpand your financial planning and product knowledge through ongoing coaching sessions with our Training TeamWork closely with our Product Support Leads to further develop your research, problem-solving, and written and verbal communication skillsStay up to date with frequent product enhancements and new features by participating in training sessions, reading help center materials, and testing functionalitySkillsBachelor'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 preferredFinancial services experience preferredBachelor's Degree (in fields such as in Finance, Economics, Business Administration, Business Information Systems, Mathematics, Statistics) preferredFINRA Securities Industry Essential (SIE) or similar is a plusExperience with MAC iOS preferredClient services: 1 year (Preferred)Location: Shelton, CT 06484 (Preferred)BenefitsExciting, welcoming, and challenging work environmentMultiple career path optionsEligible for an annual bonus of up to $1,500Group medical health insurance – multiple options with generous subsidiesVision and Dental group insurance401(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 wellbeingFree onsite gym membershipFree weekly team breakfast and lunchFlexible vacation (no limit)Fun and social outings, including happy hours and team building eventsCasual dress codePet friendly officeOn-the-job trainingPaid time offParental leaveProfessional development assistanceReferral programVision insuranceCompany OverviewRightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients. It was founded in 2015, and is headquartered in Shelton, Connecticut, USA, with a workforce of 51-200 employees. Its website is https://www.rightcapital.com.



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