Client Support Associate

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

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

🎯 Requirements

• 3+ years of experience in customer support, success, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred. • Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment. • Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency. • Strong communication skills (written & verbal) with the ability to work with a wide range of people. • Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity. • Able to collaborate across the organization. • Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. • Bachelor's Degree or equivalent years of experience.

🏖️ Benefits

• Flexible work environment. We do however meet together in person several times a year. • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% company-paid basic life insurance, short-term and long-term disability insurance. • 100% paid parental leave upon eligibility. • Company equity managed through Carta. • 401k with match and 100% vesting upon hire. • Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days. • Flexible, use-it-your-way vacation — take time off in as little as one-hour increments. • Take time off for holidays — and yes, your birthday counts too. • Free estate planning!