Remote Estate Planning Support Specialist (PT Hours)

Trust & Will; Crystal Bay (NV); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

PTO: Flexible time off

Health benefits

401(k) with company match

Learning & development reimbursement

Remote-friendly environment

Job summary

Trust & Will is hiring for a remote-friendly customer support role focused on delivering best-in-class estate planning assistance. You will resolve member questions and issues via live chat, email, and phone, ensuring clear, empathetic communication and education about our products and services.

This hourly, non-exempt position requires 2 years in customer-facing support, with strong written and verbal skills, and experience using Zendesk, G-Suite, and Notion.

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.

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 support

Communication

Problem solving

Self-motivated

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is hiring for a remote-friendly customer support role focused on delivering best-in-class estate planning assistance. You will resolve member questions and issues via live chat, email, and phone, ensuring clear, empathetic communication and education about our products and services.

This hourly, non-exempt position requires 2 years in customer-facing support, with strong written and verbal skills, and experience using Zendesk, G-Suite, and Notion.