Technical Support Associate

Wealth.com; United States; On-site; 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

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This range is provided by Wealth.com. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $70,000.00/yr

Wealth.com is the industry's leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

The ideal Support Associate both enjoys, and has experience in, the customer service space. This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails. You enjoy working with people, both as customers, and within a tight knit team who create experiences our customers tell others about. You are motivated by learnings and new challenges and are looking for a role that can set you on a range of career paths.

Responsibilities

• Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients.
• Follow documentation and training materials to diagnose, resolve and escape client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve.
• Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution.
• Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.
• Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions.
• Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency.
• Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets.
• Display great organization skills and great attention to detail.

Qualifications

• 3+ years of experience in customer support, success, and / or implementation. Experience with estate planning, financial services, or legal services is strongly preferred.
• Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment.
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
• Strong communication skills (written & verbal) with the ability to work with a wide range of people.
• Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
• Able to collaborate across the organization.
• Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.
• Bachelor's Degree or equivalent years of experience.

Why You'll Love Working For Wealth.com

• Competitive Salary.
• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Full medical and dental benefits.
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Paid Parental Leave.
• Company equity managed through Carta.
• 401k with Match and 100% vesting upon hire.
• Free estate planning!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.