Member Support Specialist
Trust & Will, established in 2017, is a leading digital estate planning platform that has assisted over one million users in creating attorney-approved, legally valid documents tailored to individual state requirements. The company offers a seamless online experience, enabling individuals to craft wills and trusts, while also collaborating with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. As a remote-first organization, Trust & Will fosters a collaborative and dynamic work environment where each team member significantly influences the company's vision and product development.
The Member Support Specialist will serve as the primary point of contact for Trust & Will members, providing high-quality support through live chat, email, and phone interactions. This role involves addressing inquiries related to Trust & Will's products and services, offering guidance on estate planning, and resolving customer complaints effectively. The specialist will also contribute to internal communication, ensuring that member feedback is relayed to relevant teams to enhance the overall user experience.
Candidates should possess at least two years of experience in a customer-facing support or service role, with proficiency in handling communications across chat, email, and phone channels. Strong written and verbal communication skills are essential, along with a genuine passion for customer service and problem-solving. Familiarity with tools such as Zendesk, G-Suite, and Notion is advantageous. The role requires availability during Pacific Time Zone business hours (7 AM to 5 PM PST, Monday to Friday) and is open to residents of specific states, including California, Colorado, Florida, Georgia, Idaho, Illinois, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas, Vermont, Nevada, and Utah.
The compensation package includes a salary of $28 per hour, complemented by an employee equity package. Employees are entitled to flexible paid time off, generous company holidays, and additional breaks throughout the year. Health benefits encompass medical, dental, vision, life, and disability insurance, with Trust & Will covering 100% of premiums for employees and their dependents on medical coverage. Additional perks include mental health support through Spring Health, access to One Medical for primary care, and Cleo for family planning and caregiving. Financial wellness benefits feature unlimited one-on-one sessions with a UBS financial coach and an employer-sponsored 401(k) plan with up to a 4% company match. The company also offers a family-friendly work environment, learning and development reimbursements, optional company-sponsored events, and a work-from-home stipend.
Trust & Will's culture emphasizes collaboration, rapid execution, and a commitment to delivering high-quality product experiences. The company values each team member's impact on the direction and vision of its offerings. Joining Trust & Will provides an opportunity to contribute to a mission-driven organization dedicated to making estate planning accessible and affordable for all.