Remote Estate Planning Support Specialist

Trust & Will; Idaho Falls (ID); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Salary + Equity

Flexible time off

Generous holidays and breaks

Paid time off to volunteer

Health benefits including medical, etc

Mental health support

401k with company match

Remote-first

Job summary

Trust & Will is seeking a customer support specialist to be the first point of contact for members. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on estate planning and the Trust & Will product.

You will communicate clearly and accurately, delivering thoughtful responses and resolving issues promptly while operating within a remote-first environment.

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 via live chat, email, and phone calls.
• Communicate thoughtfully to answer questions about Trust & Will products, services and estate planning.
• Handle user issues directly and resolve customer complaints.

Skills

Customer support

Multichannel support

Clear communication

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a customer support specialist to be the first point of contact for members. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on estate planning and the Trust & Will product.

You will communicate clearly and accurately, delivering thoughtful responses and resolving issues promptly while operating within a remote-first environment.