wealth-com - Client Support Associate

• 3+ years of experience in customer support, success, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred. • 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. • Strong communication skills (written & verbal) with the ability to work with a wide range of people. • 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. • Bachelor's Degree or equivalent years of experience. • 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. • 100% paid parental leave upon eligibility. • Company equity managed through Carta. • 401k with match and 100% vesting upon hire. • Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days. • Flexible, use-it-your-way vacation — take time off in as little as one-hour increments. • Take time off for holidays — and yes, your birthday counts too. • Free estate planning!