Estate Planning Support Specialist (Remote, PT)

Trust & Will; Montpelier (VT); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Salary + Equity

Remote-first company

Learning & development reimbursement

Job summary

Trust & Will is seeking a customer support professional to be the first point of contact for members. You’ll provide accurate, clear responses via chat, email, and phone, acting as a subject matter expert on estate planning and our product.

Work in a remote-first environment with Pacific Time hours (7-5 PST, Mon-Fri). The role emphasizes thoughtful communication, problem solving for members and collaboration with internal teams.

Qualifications

• 2 years of experience in a customer-facing support or service role, supporting customers across chat, email, and phone.
• A sincere passion and obsession for customers while maintaining a lean, highly productive operation.
• A track record for creative problem-solving for customers and end users.

Responsibilities

• Provide high-quality support for Trust & Will members to effectively resolve their issues via live chat, email, and phone calls.
• Communicate thoughtfully to provide answers to questions surrounding the Trust & Will products, services and general estate planning.
• Handle a user's issues directly and resolve customer complaints.

Skills

Customer support

Clear communication

Problem solving

Zendesk experience

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a customer support professional to be the first point of contact for members. You’ll provide accurate, clear responses via chat, email, and phone, acting as a subject matter expert on estate planning and our product.

Work in a remote-first environment with Pacific Time hours (7-5 PST, Mon-Fri). The role emphasizes thoughtful communication, problem solving for members and collaboration with internal teams.