Customer Support Associate

Job Summary

A company is looking for a Support Team Associate to provide client support in the estate planning sector.

Key Responsibilities:

• Respond to client support issues via phone, email, and live chat
• Diagnose, resolve, and escalate client support tickets as necessary
• Assist in creating and maintaining Knowledge Base documentation and contribute to AI support system improvements

Required Qualifications:

• 3+ years of experience in customer support, preferably in estate planning, financial services, or legal services
• Ability to thrive in a fast-paced, flexible startup environment
• Proven ability to build customer rapport and address escalated issues swiftly
• Willingness to learn new technologies and communicate effectively with customers
• Bachelor's Degree or equivalent years of experience