Matthew Bickley
New Haven
Summary
Collaborative finance professional with team leadership experience. Drives efficiencies around shared objectives while fostering a positive team environment. Committed to personal and professional growth in the finance sector.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Product Support Consultant
RightCapital
02.2026 - Current
- Provided high-quality support to Financial Advisors via inbound chats, phone calls, and in-depth Zoom meetings, enhancing overall client experience.
- Deepened financial industry and RightCapital product knowledge to provide exceptional support to Financial Advisors.
- Assumed additional responsibilities in addressing complex advisor inquiries, contributing to near-perfect customer satisfaction ratings.
- Established integration links and troubleshot aggregation and integration technical issues.
- Trained new specialists through shadowing Intercom interactions and inbound calls.
Product Support Specialist
RightCapital
11.2024 - 01.2026
- Handled high volume of inbound chats and calls to enhance Financial Advisors' software understanding.
- Provided Financial Advisors with tailored, step-by-step solutions for building effective client retirement plans.
- Researched and troubleshot issues, submitted tickets to aggregation provider, and ensured timely resolution.
- Participated in testing/troubleshooting for the newly-established AI agent.
- Gained a deep understanding of system functionalities and further expanded financial literacy.
Personal Banker
KeyBank
09.2022 - 07.2024
- Managed client portfolios, provided account and investment guidance, and resolved escalated issues to enhance client satisfaction.
- Led prospecting initiatives and handled escalated client situations to ensure satisfaction and retention.
- Conducted Financial Wellness Reviews, providing tailored solutions aligned with clients’ financial goals.
- Reviewed legal documents such as Power of Attorney, Probate Court, Trust, and Estate documentation to ensure compliance and protect client interests.
- Advised Keys4Women and organized events to empower women-owned small businesses, fostering community support and networking opportunities.
Bank Teller I & Customer Experience Coordinator
TD Bank
02.2022 - 09.2022
- Provided exceptional customer service by assisting customers with complex financial transactions, ensuring their needs were met.
- Operated effectively in fast-paced banking environment, managing multiple tasks to maintain service quality.
- Managed day-to-day branch operations including ATM and vault balancing.
- Facilitated wealth referrals to financial service representatives and advisors, enhancing customer financial planning options.
Member Service Representative
Mutual Security Credit Union
05.2019 - 05.2021
- Resolved member issues independently while meeting organizational performance goals.
- Utilized comprehensive product knowledge to provide tailored service and effective recommendations.
- Demonstrated professionalism and approachability in all client interactions to enhance member satisfaction.
Intern
Foresters Financial Services
06.2019 - 08.2019
- Enhanced client engagement and communication skills to foster stronger client relationships.
- Acquired foundational knowledge of financial services and planning strategies to enhance service delivery.
- Participated in internships within various financial services firms.
Education
Bachelor of Science -
Southern Connecticut State University
01-2022
Skills
- Technical support
- Product Knowledge
- Financial Analysis
- Project Management
- Continuous improvement
- Microsoft Office
- Problem Solving
- Time Management
- Team collaboration
- Training
- Conflict Resolution
- Strong Interpersonal Skills
Certification
- Connecticut Notary Public, 02/01/29
- Mortgage Loan Officer (MLO), NMLS #2421208
Hobbies and Interests
- Reading
- Travel
- Fitness
- Sports (Golf, Gym, Soccer, Skiing, Basketball)
Timeline
Product Support Consultant
RightCapital
02.2026 - Current
Product Support Specialist
RightCapital
11.2024 - 01.2026
Personal Banker
KeyBank
09.2022 - 07.2024
Bank Teller I & Customer Experience Coordinator
TD Bank
02.2022 - 09.2022
Intern
Foresters Financial Services
06.2019 - 08.2019
Member Service Representative
Mutual Security Credit Union
05.2019 - 05.2021
Bachelor of Science -
Southern Connecticut State University