Customer Support Specialist

Job Summary

Seeking a customer-focused Customer Support Specialist, this full-time remote position will manage incoming communications from clients and financial advisors, troubleshoot issues, and ensure a seamless customer experience throughout the estate planning journey.

Key Responsibilities

• Manage and coordinate incoming customer communications across phone, chat, and email
• Troubleshoot customer concerns and resolve support issues in a timely manner
• Build strong relationships with internal teams and clients to enhance the customer experience

Required Qualifications

• 2+ years of experience in customer support, technical support, or client service
• Strong troubleshooting skills with the ability to resolve problems effectively
• Experience using support ticketing systems such as Zendesk or HubSpot
• Ability to work independently while managing multiple tasks efficiently
• Estate planning experience is a plus