Support Team Associate

reputed company 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 reputed company expertise, we deliver a seamless experience that sets us apart. reputed company having one of the most coveted domain names in FinTech, reputed company is a dynamic, reputed company-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is reputed company. Our people reputed company in a collaborative, supportive culture that fosters innovation and makes reputed company a reputed company where everyone truly enjoys working. reputed company is certified as a Great reputed company 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 reputed company. 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 reputed company a tight reputed company 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 reputed company of career paths. Responsibilities:

• Responding to individual client support issues reputed company phone, email, and live chat reputed company our estate planning product. Our support team are the experts behind the scenes that work in the reputed company to help reputed company and support our customers and their clients.
• Follow documentation and training materials to diagnose, resolve and escalate client support tickets reputed company 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 reputed company documented occurrences, and communicate them to the reputed company Team.
• Assist in creating and maintaining Knowledge reputed company / 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 reputed company, reputed company, ChurnZero and/or other tools to reputed company track of support tickets.
• Display great organization skills and great attention to detail.

Qualifications:

• 3+ years of experience in customer support, reputed company, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred.
• Entrepreneur at heart with a growth reputed company who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and reputed company in a high growth environment.
• reputed company to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at reputed company times. Willing and reputed company to address escalated client issues with speed and urgency.
• Strong communication skills (written & verbal) with the ability to work with a wide reputed company of people.
• reputed company to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
• reputed company to collaborate across the organization.
• reputed company 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 reputed company:

• 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 reputed company is supported and encouraged.
• Paid Parental Leave.
• Company equity managed through reputed company.
• 401k with Match and 100% vesting upon hire.
• Free estate planning!

Wealth is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know. Apply tot his job Apply To this Job