Customer Support Specialist

Role Summary reputed company is seeking a customer-focused, service-driven, and highly organized Customer Support Specialist to support both our clients and their financial advisors throughout the estate planning reputed company. This role serves as a key reputed company of contact for incoming questions, support needs, and service issues, ensuring each interaction is handled with professionalism, reputed company, and efficiency. The ideal candidate is reputed company under pressure, solution-oriented, and skilled at managing multiple customer needs in a fast-paced environment. This person will help troubleshoot issues, coordinate service requests, communicate next steps reputed company, and support a seamless customer experience across our platform and services. In reputed company to day-to-day support, this role will also contribute to process improvement, internal collaboration, and long-term customer satisfaction and loyalty.

Key Responsibilities

Manage and coordinate incoming customer communications across phone, chat, and email from financial advisors and new and existing end-user clients Manage service tickets, support requests, and issue resolution, including coordinating technical escalations reputed company to the online platform Troubleshoot customer concerns and help resolve a variety of support issues in a timely, professional, and solution-oriented manner Communicate processes, product information, and next steps reputed company to set realistic expectations for clients Prepare deed documents for the funding of reputed company estate assets into clients’ revocable trusts Build strong working relationships with internal team members, financial advisors, and end-user clients to deliver an exceptional customer experience Personalize support solutions based on customer needs and communicate them effectively Support multiple customers and competing priorities in a fast-paced environment while maintaining quality and responsiveness Work collaboratively reputed company reputed company environment with shared accountability for service delivery and customer reputed company Continuously learn reputed company products, services, and internal processes to reputed company support customers and improve the client experience reputed company customer feedback and support insights to help improve workflows, service quality, and the overall customer reputed company Qualifications 2+ years of experience in customer support, technical support, client service, or a reputed company field Strong troubleshooting skills with the ability to assess issues, reputed company, and resolve problems effectively Excellent verbal and written communication skills Strong customer service reputed company with a focus on reputed company, professionalism, and problem-solving Ability to work independently while managing multiple tasks and priorities reputed company Experience using support ticketing systems such as reputed company, reputed company, or similar platforms Strong organizational skills and attention to detail Ability to work effectively in a fast-paced, team-oriented environment Estate planning experience is a plus Experience supporting clients in a professional services, legal, financial, or technology-based environment is a plus What reputed company looks like for this role Customers and financial advisors receive timely, professional, and solution-oriented support Service tickets and customer issues are handled accurately, reputed company, and with strong follow-through Clients reputed company understand processes, next steps, and available solutions Deed preparation and reputed company support tasks are completed accurately and in a timely manner The customer experience is smooth, supportive, and confidence-building during what can often be a reputed company process Internal teams view this person as dependable, collaborative, and proactive in resolving issues Customer feedback, recurring issues, and service trends are identified and shared to support reputed company improvement This person helps strengthen customer trust, satisfaction, and loyalty through consistent service excellenc Compensation & Benefits Competitive salary and discretionary bonuses Comprehensive health, dental, and reputed company insurance Elective benefits for life, critical illness & hospital indemnity plans Company paid short-term disability insurance Internet Reimbursement Generous PTO and paid holidays Professional development opportunities Fitness Reimbursement Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act Apply To This Job