Estate Planning Member Support Advocate (Remote)

Trust & Will; New York (NY); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Salary + Equity

Health benefits

401k with company match

PTO and holidays

Learning & development reimbursement

Work from home stipend

Job summary

Trust & Will, a remote-first leader in digital estate planning, is hiring a customer support specialist to be the first point of contact for our members and help millions access our products.

You will resolve issues via live chat, email, and phone, communicate thoughtfully, educate users, and collaborate with product and operations to improve the member experience. This is an hourly, full-time role with Pacific Time hours and eligibility for equity and benefits.

Qualifications

• Two years in a customer-facing support role across chat, email and phone.
• Strong written and verbal communication across channels.
• Passion for delivering excellent customer experiences.
• Creative problem solving for customers and internal teams.
• Self-motivated and able to thrive in a fast-paced environment.
• Experience with Zendesk, G-Suite, Notion or similar tools.

Responsibilities

• Provide high-quality support via live chat, email and phone.
• Communicate thoughtfully to answer questions about Trust & Will products and estate planning.
• Investigate issues, resolve complaints and educate users.
• Collaborate with internal teams to improve the member experience.

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will, a remote-first leader in digital estate planning, is hiring a customer support specialist to be the first point of contact for our members and help millions access our products.

You will resolve issues via live chat, email, and phone, communicate thoughtfully, educate users, and collaborate with product and operations to improve the member experience. This is an hourly, full-time role with Pacific Time hours and eligibility for equity and benefits.