Estate Planning Support Associate

VirtualVocations
Warren, Michigan, United States
Full-time
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A company is looking for an Estate Planning Support Team Associate to provide customer support in their estate planning product.

Key Responsibilities : Respond to client support issues via phone, email, and live chatAssist in creating and maintaining Knowledge Base / FAQ documentationSupport escalation of user or partner issues and coordinate resources for resolutionRequired Qualifications : 3+ years of experience in customer support, success, and / or implementationEntrepreneurial mindset with the ability to thrive in a fast-paced environmentAbility to build rapport with customers and address escalated issues promptlyFlexibility to adapt to evolving business prioritiesBachelor's Degree or equivalent years of experience

1 day ago
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