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Financial/Product Support Specialist

RightCapital Shelton, CT

  • Posted: over a month ago
  • $38,000 to $43,000 Yearly
  • Full-Time
  • Benefits: medical, 401k, dental,
Job Description

RightCapital - Join one of Connecticut's Top Ten Tech Startups!

RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! Five years ago, we started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients! We are currently taking the financial planning marketplace by force as we expand into new sales channels. Join us, and help facilitate our growth!

Product Support Specialist – 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

BENEFITS

  • Exciting, welcoming, and challenging work environment
  • Multiple career path options in Support, Product, Sales, Marketing, etc.
  • Group health insurance, Dental Insurance, and FSA/HSA when applicable
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • Flexible vacation (no limit)
  • Employee Wellness Initiative Program
  • Annual Bonus based on company/individual performance
  • Casual dress code
  • Pet friendly office
  • In-office Snacks
  • On-site gym membership provided
  • Regular fun and social outings, including happy hours, birthday celebrations, and team building events

QUALIFICATIONS

· 1+ years of experience in a customer service/support role preferred

· Financial services experience preferred

· Bachelor’s Degree preferred

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 & MISC INFO

Shelton, CT (Employees are encouraged to temporarily work remotely, due to COVID-19)

Job Type: Full-time

Pay: $38,000.00 - $43,000.00 per year

 

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Company Description
RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! Five years ago, we started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients!

RightCapital

RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! Five years ago, we started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients!

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Address

Shelton, CT
USA

Industry

Business

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