Member Support Specialist
Core
First point of contact for members to resolve issues via live chat, email, and phone calls regarding estate planning products and services.
Role type
Member Support Specialist (Customer Support)
Builds
Trust & Will digital estate planning platform
Domain
Fintech / LegalTech / Estate Planning
Deliverable
client delivery
Required skills
Multi-channel communication (chat, email, phone), issue investigation, customer education, problem-solving, Zendesk proficiency
Preferred skills
Bilingual (English/Spanish), Estate Planning knowledge, Startup experience, Omni-channel support experience
Technologies
Zendesk, G-Suite, Notion
Responsibilities
Provide high-quality support to resolve member issues via live chat, email, and phone calls; Communicate answers regarding Trust & Will products, services, and general estate planning; Handle user issues directly and resolve customer complaints; Drive effective communication internally and externally
Seniority
Mid-level, individual contributor
