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Wealth.com is an AI-powered wealth management platform that helps financial advisors deliver modern estate planning solutions. The company is a revenue-generating, fast-growing startup certified as a Great Place to Work.
As a Client Support Associate, you will be the expert behind the scenes supporting customers and their clients through our estate planning product. You'll respond to support inquiries via phone, email, and live chat, diagnosing and resolving issues while escalating complex cases when necessary. Your responsibilities include following documentation and training materials to troubleshoot problems, investigating issues outside standard occurrences, and communicating findings to the Success Team.
You'll also contribute to improving our knowledge base and FAQ documentation, and play an active role in enhancing our AI support systems by analyzing customer inquiries, providing feedback on chatbot responses, and identifying new use cases for AI-driven efficiency. You'll use tools like Intercom, Salesforce, and ChurnZero to manage support tickets and maintain clear communication across the organization.
The ideal candidate has 3+ years of customer support, success, or implementation experience, with a strong preference for background in estate planning, financial services, or legal services. You're an entrepreneur at heart with a growth mindset, able to thrive in a fast-paced startup environment. You excel at building customer rapport, communicating clearly (both written and verbal), and adapting to evolving priorities. You're collaborative, detail-oriented, and capable of learning new technologies quickly to explain them to customers with varying technical expertise. A bachelor's degree or equivalent experience is required.
Wealth.com offers a flexible remote work environment with in-person meetings several times yearly, comprehensive medical/dental/vision insurance, 100% company-paid life and disability insurance, 100% paid parental leave, company equity, 401k with match, and generous PTO starting at 15 days annually, increasing to 20 days.
