Remote Estate-Planning Member Support Specialist

Trust & Will; Nevada; A distancia; USD 32.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Health benefits

Remote-friendly environment

Learning & development reimbursement

Work from home stipend

Descripción de la vacante

Trust & Will, a remote-first estate planning platform, seeks a responsive Customer Support Specialist to be the first point of contact for members. You will resolve questions via live chat, email, and phone, and become an in-depth product and estate-planning expert.

The role requires 2+ years in customer-facing support, strong written and verbal communication, and experience with Zendesk, G-Suite, and Notion. Hours follow Pacific Time, with US-wide eligibility.

Formación

• 2 years of experience in a customer-facing support role across chat, email, and phone.
• Clear and thoughtful written and verbal communication.
• Passionate about customer outcomes and creative problem solving.
• Self-motivated and able to thrive in a fast-paced, collaborative environment.

Responsabilidades

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Explain product and estate planning topics with clarity to customers.
• Resolve customer issues and complaints effectively.
• Communicate thoughtfully and drive internal/external follow-ups.
• This is an hourly non-exempt role.

Conocimientos

Excellent communication

Customer service orientation

Problem solving

Cross-channel support

Herramientas

Zendesk

G-Suite

Notion

Descripción del empleo

Trust & Will, a remote-first estate planning platform, seeks a responsive Customer Support Specialist to be the first point of contact for members. You will resolve questions via live chat, email, and phone, and become an in-depth product and estate-planning expert.

The role requires 2+ years in customer-facing support, strong written and verbal communication, and experience with Zendesk, G-Suite, and Notion. Hours follow Pacific Time, with US-wide eligibility.