Remote Estate Planning Support Specialist

Trust & Will; Central City (CO); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Salary + Equity

PTO & holidays

Health benefits

Learning & development reimbursement

Work from home stipend

Job summary

Trust & Will is seeking a Customer Support Specialist to be the first point of contact for our members. You will resolve inquiries via live chat, email, and phone, provide product guidance, and advocate for user success.

This fast-paced, remote-friendly role requires empathy, clear writing, and strong problem-solving, with Pacific Time availability. Join a remote-first team building accessible estate planning tools, with equity, generous PTO, and health benefits.

Qualifications

• 2 years of experience in a customer-facing support or service role, supporting customers across chat, email, and phone.
• A thoughtful communicator who is excellent at communicating through a variety of channels that require both written and verbal skills.
• A sincere passion and obsession for customers while maintaining a lean, highly productive operation.
• Passionate about creative problem solving for both our members and internal team.
• A track record for creative problem solving for customers and end users.
• Self-motivated, eager to learn and thrive in a collaborative, fast-paced environment.
• Experience with tools: Zendesk, G-Suite, Notion, etc.
• We are looking for someone who can work Pacific Time Zone hours (our business hours are 7-5 PST, Monday to Friday).
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT), Nevada (NV), Utah (UT)

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.
• Drive thoughtful and effective communication both internally and externally.
• This is an hourly non-exempt role.

Skills

Customer communication

Written communication

Empathy for users

Problem solving

Fast-paced environment

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a Customer Support Specialist to be the first point of contact for our members. You will resolve inquiries via live chat, email, and phone, provide product guidance, and advocate for user success.

This fast-paced, remote-friendly role requires empathy, clear writing, and strong problem-solving, with Pacific Time availability. Join a remote-first team building accessible estate planning tools, with equity, generous PTO, and health benefits.