Estate Planning Support Specialist (Remote)

Trust & Will

Wilmington (VT)

Remote

USD 32.000 - 45.000

Vollzeit

Vor 12 Tagen

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Benefits dieser Stelle

Salary + Equity
Flexible time off
Paid holidays

Zusammenfassung

Trust & Will is hiring a first-line support specialist to help millions of Americans access simple estate planning. You will resolve inquiries via chat, email, and phone, acting as a trusted source for product information and guidance.

The role emphasizes clear communication, problem solving, and teamwork in a remote-first environment. It targets Pacific Time hours and offers a competitive hourly wage with equity and comprehensive benefits.

Qualifikationen

  • 2 years in a customer-facing support role across chat, email, and phone.
  • Passion for customer success and efficient problem solving.
  • Experience with Zendesk, G-Suite and Notion is a plus.

Aufgaben

  • Provide high-quality support for Trust & Will members via live chat, email and phone.
  • Communicate accurately about Trust & Will products, services and estate planning.
  • Handle user issues directly and resolve customer complaints.
  • Be the first point of contact and act as a subject matter expert for members.

Kenntnisse

Customer support
Multichannel support
Clear communicator

Tools

Zendesk
G-Suite
Notion

Jobbeschreibung

Trust & Will is hiring a first-line support specialist to help millions of Americans access simple estate planning. You will resolve inquiries via chat, email, and phone, acting as a trusted source for product information and guidance.

The role emphasizes clear communication, problem solving, and teamwork in a remote-first environment. It targets Pacific Time hours and offers a competitive hourly wage with equity and comprehensive benefits.

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