Remote Estate Planning Support Specialist

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

Benefits offered by this job

Flexible time off

Paid holidays

Health benefits

Remote-first

Employee equity

401k company match

Job summary

Trust & Will is seeking a first-line support specialist to help millions of Americans with estate planning questions. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on our product and services.

The role requires clear, thorough communication and a passion for customer success. This is a remote-first, hourly position with comprehensive benefits and equity options.

Qualifications

• 2 years of experience in a customer-facing support or service role, supporting customers across chat, email, and phone.

Responsibilities

• Provide high-quality support for Trust & Will members to effectively resolve their issues via live chat, email, and phone.
• 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.

Job description

Trust & Will is seeking a first-line support specialist to help millions of Americans with estate planning questions. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on our product and services.

The role requires clear, thorough communication and a passion for customer success. This is a remote-first, hourly position with comprehensive benefits and equity options.