Financial Planning Consumer Support
- Employer
- Pietech
- Location
- Midlothian,VA
- Salary
- Not Specified
- Posted
- Apr 26, 2017
- Closes
- Jun 27, 2017
- Ref
- 4329305175#GIJ--J2CBackfill.1
- Category
- Administration / Clerical
- Job Type
- Not Specified
- Career Level
- Not Specified
Ready to launch your career in the financial planning software industry? PIEtech, Inc., developer of MoneyGuidePro financial planning software, seeks individuals to work primarily on an initiative supporting one of their licensees (MoneyGuide Advisory, Inc.) called myMoneyGuide. myMoneyGuide Labs are 90-minute online workshops in which participants create their personalized plans for retirement using a customized version of MoneyGuidePro .As a member of the myMoneyGuide Support Team, you will answer, evaluate, prioritize, and respond to incoming chat and email requests from webinar attendees. An extensive training program will be provided on the software being used as well as commonly asked questions by participants. Financial services knowledge is preferred, but if you have the desire to learn financial planning concepts and a strong aptitude for learning new technology, this may be the career for you.Full-time: This department will be open from 1:00 pm to 12:00 am. These shifts will be 10 hr shifts 4 days a week.Key Responsibilities Include:Launching webinars and monitoring their progressSupporting attendees via email and live chat during financial webinars Working with IT to troubleshoot any technical issues with the webinarsOther Support functions as requested by the VP of Client Services#IndeedMPSkills:Requirements and Qualifications Include:Bachelor s degree preferred Willingness to study to earn the Registered Paraplanner (RP ) designationFinancial industry knowledge preferredStrong customer service, problem solving, and communication skills, as well as a positive attitude and ambition to help othersExcellent typing, spelling, punctuation and grammar skillsStrong aptitude for technologyAbility to work well independently and collaboratively, and a desire to be part of a cohesive teamExperience in the financial services/financial planning industry, related degree or certification/designation is strongly preferredAvailability to work non traditional work hoursVersion 1.31.0.25628 updated 2/20/2017 2:14 PM