Our Mission at LearnVest:

LearnVest is redefining the American approach to personal finance. Our planners leverage financial technology to create simple affordable and realistic plans for anyone who wants to feel confident about their money and optimistic about the future.

Since launching in 2010 LearnVest has been one of the premier financial technology companies in the country, helping thousands of people make progress on their financial goals. Learnvest was acquired by Northwestern Mutual in 2015 and is now scaling it’s technology and personal finance approach to help millions of people across both LearnVest and NorthWestern Mutual brands.

What you’ll do:

You will be supporting a new financial, web based application that aggregates the user’s various financial institutions and displays spending trends, account information, etc (think Mint or Personal Capital). All customer software inquiries/problems that are unable to be handled by Tier 1 support would fall within your preview. This includes:

• Managing phone, chat, email support requests in a timely manner
• Building deep product knowledge and becoming a subject matter expert
• Working closely with Engineering on troubleshooting escalated issues and providing detailed input to investigate and resolve issues
• Managing tickets through the life-cycle by interacting with various departments within LearnVest and NorthWestern Mutual

General Milestones

• Within one month learn the ins and outs of the particular portion of our app that you will be supporting from both feature level and technical standpoint
• Within 2 months be able to handle all Tier 2 support requests and driving issues to closure without minimal assistance
• Demonstrate ability to build and maintain positive relationships, SLAs and owning a highly positive customer experience until resolution
• Effectively participate and learn about new functionality technology

What’s required:

• Previous experience in a customer support role
• Excellent written and verbal communication skills
• Financial Planning experience with securities licenses series 7 and 66 (CFP is a plus)
• Basic understanding or willingness to learn technical concepts (SDLC, software terminology, agile methodology)

What you’ll get:

• Highly competitive salary
• Amazing benefits
• An incredible team of smart and supportive people
• Tons of room for career growth- both technical as well access to financial planning knowledge with the top advisors in the industry