Client Support Associate
Wealth.com · Remote · Remote, United States ·
COMPENSATION
€•• – ••k
Listed on the employer's job board (Ashby)
- Remote with meetups
- 3+ years support exp
- Equity via Carta
- 100% paid parental leave
- 401k with match
Join the support team at Wealth.com, a leading AI wealth management platform. You will assist financial advisors and their clients with estate planning solutions, ensuring a seamless user experience through direct support and continuous improvement of automated systems.
What you'll do
- Resolve client issues via phone, email, and live chat
- Diagnose and escalate support tickets using documentation
- Manage escalations and coordinate resources for resolution
- Investigate undocumented issues and report to Success Team
- Maintain Knowledge Base and FAQ documentation
- Analyze inquiries to train and improve AI chatbot systems
- Track tickets using Intercom, SalesForce, or ChurnZero
What you'll need
- 3+ years in customer support, success, or implementation
- Experience in estate planning, finance, or legal services preferred
- Thrives in fast-paced, flexible startup environments
- Strong written and verbal communication skills
- Ability to build rapport and handle escalated issues urgently
- Bachelor's Degree or equivalent experience
- Comfortable learning and explaining new technologies
Stack
- Intercom
- SalesForce
- ChurnZero
- Carta
How you'll work
- Flexible work environment
- In-person meetings several times a year
What you get
- Medical, dental, and vision insurance with low premiums
- 100% company-paid life and disability insurance
- 100% paid parental leave upon eligibility
- Company equity managed through Carta
- 401k with match and immediate vesting
- 15-20 days PTO plus flexible hourly vacation
- Holiday and birthday time off
- Free estate planning services