Remote Estate Planning Member Support Specialist

Trust & Will; Illinois; Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Salary + Equity

Flexible PTO and holidays

Comprehensive health benefits (100% of

Mental health support

Job summary

Trust & Will is seeking a dedicated customer support specialist to be the first point of contact for members, delivering best-in-class experiences. You will resolve issues across chat, email, and phone, provide clear guidance on estate planning products, and collaborate with internal teams to improve service quality.

This remote-friendly role requires strong communication, problem-solving, and a passion for customers.

Qualifications

• 2 years of experience in a customer-facing support or service role.
• Strong written and verbal communication skills.
• Experience with Zendesk, G-Suite, Notion.

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate thoughtfully to answer questions about products, services, and estate planning.
• Handle user issues directly and resolve customer complaints.
• Drive thoughtful and effective communication internally and externally.
• This is an hourly non-exempt role.

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a dedicated customer support specialist to be the first point of contact for members, delivering best-in-class experiences. You will resolve issues across chat, email, and phone, provide clear guidance on estate planning products, and collaborate with internal teams to improve service quality.

This remote-friendly role requires strong communication, problem-solving, and a passion for customers.