Remote Support Specialist - AI-Powered Customer Success

Wealth.com; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive Salary

Fully remote, flexible work environment

Full medical and dental benefits

Unlimited PTO

Paid Parental Leave

Company equity

401k with Match

Job summary

A leading estate planning platform is seeking a Support Team Associate to join their team. This mid-senior level position offers a competitive salary and a fully remote work environment. Responsibilities include assisting clients through multiple communication channels and managing support tickets. The ideal candidate has over 3 years of experience in customer support, excellent communication skills, and a capability to thrive in a fast-paced environment. The company fosters a collaborative culture and supports employee growth.

Qualifications

• 3+ years of experience in customer support, preferably in financial services or legal services.
• Strong communication skills with the ability to work well with diverse people.
• Demonstrated ability to adapt and lead in a high-growth environment.

Responsibilities

• Responding to individual client support issues via phone, email, and live chat.
• Diagnosing and resolving client support tickets using training materials.
• Creating and maintaining Knowledge Base documentation to help customers.

Skills

Customer support experience

Communication skills

Problem-solving

Team collaboration

Education

Bachelor's Degree or equivalent experience

Tools

Intercom

SalesForce

ChurnZero

Job description

A leading estate planning platform is seeking a Support Team Associate to join their team. This mid-senior level position offers a competitive salary and a fully remote work environment. Responsibilities include assisting clients through multiple communication channels and managing support tickets. The ideal candidate has over 3 years of experience in customer support, excellent communication skills, and a capability to thrive in a fast-paced environment. The company fosters a collaborative culture and supports employee growth.