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!

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

• 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.