Wealth Com
Client Support Associate
Remote, United States
Sponsorship not specifiedDetected 1 day ago
SalesforceCustomer SupportIntercomCommunication
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odds of building a lasting career here
16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
No strong sponsorship signal in the public record yet. In the full product we resolve the exact legal entity and show its filing history with a confidence score — treat as unverified until then.
Lottery odds assume a STEM candidate.
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About the role
- Beyond having one of the most coveted domain names in FinTech, wealth.com http://wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
- Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com http://wealth.com a place where everyone truly enjoys working.
- Wealth.com http://Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!
Responsibilities
- Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve.
- Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution.
- Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.
- Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions.
- Actively contribute to the ongoing improvement of our AI support systems.
- Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets.
- By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart.
- The ideal Support Associate both enjoys, and has experience in, the customer service space.
Requirements
- Strong communication skills (written & verbal) with the ability to work with a wide range of people.
- Bachelor's Degree or equivalent years of experience.
- Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment
- demonstrated ability to adapt and lead in a high growth environment.
- Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
- Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
- Able to collaborate across the organization.
- Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.
- Why You'll Love Working for Wealth.com http://Wealth.com
- Flexible work environment. We do however meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
Nice to have
- 3+ years of experience in customer support, success, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred.
Compensation
- Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days.
Company info
- Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients.
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This listing is sourced directly from Wealth Com's careers page and normalized into a canonical job model.