Provo, Utah, United States · On-site
$20/hr–$22/hr
Role Summary Estate Guru is seeking a customer-focused, service-driven, and highly organized Customer Support Specialist to support both our clients and their financial advisors throughout the estate planning journey. Th…
Skills: Customer Support, Technical Troubleshooting, Client Service, Communication Skills, Problem Solving
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Manage incoming customer communications via phone, chat, and email to resolve support issues for clients and financial advisors. Coordinate technical escalations and prepare deed documents for real estate assets in revocable trusts.
Requires 2+ years of experience in customer or technical support with proficiency in ticketing systems like Zendesk or HubSpot. Strong communication skills and a professional service mindset are essential, with estate planning experience preferred.
Estate Guru is seeking a customer-focused, service-driven, and highly organized Customer Support Specialist to support both our clients and their financial advisors throughout the estate planning journey. This role serves as a key point of contact for incoming questions, support needs, and service issues, ensuring each interaction is handled with professionalism, empathy, and efficiency.
The ideal candidate is calm under pressure, solution-oriented, and skilled at managing multiple customer needs in a fast-paced environment. This person will help troubleshoot issues, coordinate service requests, communicate next steps clearly, and support a seamless customer experience across our platform and services. In addition to day-to-day support, this role will also contribute to process improvement, internal collaboration, and long-term customer satisfaction and loyalty.
Key Responsibilities
Qualifications
What success looks like for this role
Compensation & Benefits
Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act
Attorney-led estate planning software made for advisors, lawyers, and institutions.
Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution.
Offices: 410 S University Ave, Provo, Utah 84601, US
Attorney-led estate planning software made for advisors, lawyers, and institutions.
Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys. Our network of attorneys across the nation create, review, and approve documents for every estate plan. Join the thousands of advisors leveraging Estate Guru to provide tailored estate plans, capture more AUM, connect with the next generation of clients, and streamline their estate planning process with one legally sound solution.
Offices: 410 S University Ave, Provo, Utah 84601, US
