Support Associate

Responsibilities:

• Address individual client support issues via phone, email, and live chat within our estate planning product.
• Follow documentation and training materials to diagnose, resolve, and escalate client support tickets when necessary.
• Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.

Qualifications:

• Experience in customer support, success, and / or implementation with estate planning, financial services, or legal services is preferred.
• Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times.
• Strong communication skills (written & verbal) with the ability to work with a wide range of people.

Benefits:

• Fully remote, flexible work environment with occasional in-person meetings.
• Unlimited PTO in an environment where taking time off is supported.
• Company equity managed through Carta.
• Free estate planning!