Website Wealth.com
The AI-Powered Estate & Tax Planning Platform
Quick Job Snapshot
Experience Level: Mid-Level
Work Type: Full-Time
Industry: FinTech & Wealth Management Technology
Department: Product Support & Customer Success
Location: Remote (United States)
Salary: $30–$38 per Hour + Equity
Also See: Where Can a Beginner VA Be in 5 Years?
About the Company
Wealth.com is a leading estate planning and wealth management technology platform helping financial advisors deliver modern estate planning solutions to their clients.
By combining technology, AI-powered tools, and industry expertise, Wealth.com helps simplify complex estate planning processes while improving the client experience. The company has quickly become one of the fastest-growing platforms in the financial technology space and is recognized for its innovative workplace culture.
About the Role
Wealth.com is looking for a Support Team Associate who enjoys helping people, solving problems, and creating positive customer experiences.
In this role, you’ll support users of the company’s estate planning platform through phone, email, and live chat. You’ll help customers navigate the platform, resolve issues, answer questions, and ensure they receive the support needed to achieve their goals.
This opportunity is ideal for professionals with customer service, customer support, client success, implementation, or SaaS support experience who enjoy working directly with people while learning new technology.
What You’ll Be Doing
Your day-to-day responsibilities may include:
- Responding to customer inquiries through phone, email, and live chat
- Helping users navigate and understand the estate planning platform
- Troubleshooting account and product-related issues
- Escalating complex issues to appropriate internal teams
- Tracking and managing support tickets
- Maintaining accurate customer records and case documentation
- Assisting with knowledge base and FAQ content updates
- Collaborating with customer success and product teams
- Identifying recurring customer questions and improvement opportunities
- Supporting AI-powered customer service initiatives and chatbot improvements
- Delivering professional, friendly, and timely customer support
Who Will Succeed in This Role?
You may be a strong fit if you:
- Enjoy helping customers solve problems
- Communicate clearly and professionally
- Stay calm under pressure and handle issues with empathy
- Learn new software and technology quickly
- Enjoy working in fast-paced startup environments
- Are organized and detail-oriented
- Like building relationships and creating positive customer experiences
Key Skills & Qualifications
Required Skills
- 3+ years of experience in:
- Customer Support
- Customer Success
- Client Services
- Product Support
- Implementation Support
- Strong written and verbal communication skills
- Excellent problem-solving abilities
- Experience managing customer interactions across multiple channels
- Ability to work independently in remote environments
- Strong attention to detail and organizational skills
- Bachelor’s degree or equivalent experience
Preferred Qualifications
- Experience in:
- Estate Planning
- Financial Services
- Wealth Management
- Legal Services
- Experience with CRM and support tools
- Familiarity with:
- Intercom
- Salesforce
- ChurnZero
- Startup or high-growth company experience
- Experience supporting SaaS products
Career Growth Opportunities
This role can lead to future opportunities such as:
- Customer Success Manager
- Client Success Manager
- Implementation Specialist
- Customer Experience Manager
- Product Support Lead
- Customer Operations Manager
- Account Manager
Professionals who build expertise in financial technology, customer success, and SaaS support often enjoy strong long-term career growth opportunities.
Why Job Seekers Like Roles Like This
Many professionals enjoy support and client success roles because they offer:
- Fully remote work flexibility
- Clear career advancement opportunities
- Exposure to rapidly growing technology companies
- Direct impact on customer experience
- Transferable communication and business skills
- Opportunities to learn financial technology and AI-powered platforms
- Competitive compensation and equity participation
How to Apply
Official Application Link:
https://jobs.ashbyhq.com/wealth-com/fcd184e8-d7c9-4c58-b5f5-56b7ee5c80ac
Important Note
Applications are handled directly through the employer’s official careers website.
WorkinVirtual does not process applications or participate in hiring decisions.