Demo

Financial Planning Product Support Specialist

RightCapital
Shelton, CT Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 5/1/2025

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! 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!

Product Support Specialist – join our talented Support Team

As part of our Product Support Team, you will be working with our customers, Financial Advisors in helping them to utilize our software to create financial plans for their clients. With a 98% 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 Planning / Technology industry. We provide the necessary training and coaching to help get you up to speed to assist advisors in analyzing financial plan data. 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 :

  • 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.

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
  • QUALIFICATIONS

  • 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
  • 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
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Planning Product Support Specialist?

    Sign up to receive alerts about other jobs on the Financial Planning Product Support Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $77,489 - $103,937
    Income Estimation: 
    $94,832 - $129,336
    Income Estimation: 
    $102,421 - $136,423
    Income Estimation: 
    $75,004 - $94,003
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $293,562 - $339,452
    Income Estimation: 
    $398,056 - $499,864
    Income Estimation: 
    $95,426 - $117,847
    Income Estimation: 
    $115,392 - $147,123

    Sign up to receive alerts about other jobs with skills like those required for the Financial Planning Product Support Specialist.

    Click the checkbox next to the jobs that you are interested in.

    • Cash and Receipts Management Skill

      • Income Estimation: $29,500 - $36,608
      • Income Estimation: $32,005 - $39,727
    • Customer Engagement Skill

      • Income Estimation: $28,742 - $52,194
      • Income Estimation: $29,838 - $36,243
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Financial Planning Product Support Specialist jobs in the Shelton, CT area that may be a better fit.

    Prototype Specialist/Model Maker

    Product Ventures, Fairfield, CT

    Director of Financial Planning and Analysis

    Town of Fairfield, FAIRFIELD, CT

    AI Assistant is available now!

    Feel free to start your new journey!