Remote Member Support Specialist: Estate Planning Expert

Trust & Will; Colorado Springs (CO); À distance; USD 32 000 - 45 000; Plein temps

Avantages offerts par ce poste

Flexible time off

Generous company holidays

Volunteer time off

Work from home stipend

Learning & development reimbursement

Résumé du poste

Trust & Will, a remote-first estate planning platform, seeks a customer support specialist to be the first point of contact for members. You will resolve inquiries via chat, email, and calls, delivering empathetic, accurate information about our products and estate planning services.

The role emphasizes proactive problem solving, clear communication, and collaboration with internal teams. Eligible states include CA, CO, FL, GA, ID, IL, MD, NJ, NY, NC, PA, TX, VT, NV, UT.

Qualifications

• 2 years in a customer-facing support or service role across chat, email, and phone.
• Clear and thorough written communication via customer experience platforms.
• Strong focus on customer satisfaction with proactive problem solving.

Responsabilités

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate thoughtfully to answer questions about Trust & Will products and estate planning.
• Address user issues directly and resolve customer complaints.
• Drive clear, effective internal and external communication.

Connaissances

Written communication

Verbal communication

Customer empathy

Problem solving

Self-motivation

Team collaboration

Outils

Zendesk

G-Suite

Notion

Description du poste

Trust & Will, a remote-first estate planning platform, seeks a customer support specialist to be the first point of contact for members. You will resolve inquiries via chat, email, and calls, delivering empathetic, accurate information about our products and estate planning services.

The role emphasizes proactive problem solving, clear communication, and collaboration with internal teams. Eligible states include CA, CO, FL, GA, ID, IL, MD, NJ, NY, NC, PA, TX, VT, NV, UT.