Wealth.com
Client Support Associate
Remote, United States · Remote · Full-time · Posted Jul 30, 2026
- Experience
- 3+ years in customer support, success, and/or implementation.
- Education
- Bachelor's Degree or equivalent years of experience.
About the job
Supports clients using Wealth.com’s estate-planning product by resolving inquiries, escalating issues, and improving support resources and AI systems.
What you'll do
- Respond to client issues by phone, email, and live chat; diagnose, resolve, or escalate support tickets.
- Coordinate escalations and investigate undocumented issues through resolution, communicating with the Success Team.
- Maintain Knowledge Base/FAQ materials and improve AI support by analyzing inquiries, training the chatbot, and reviewing bot responses.
What they ask for
- Strong written and verbal communication and ability to build rapport with customers.
- Ability to adapt to changing priorities, collaborate across teams, and address escalated issues with urgency.
- Bachelor's Degree or equivalent years of experience.
Nice to have
- Experience with estate planning, financial services, or legal services.
Pay
$30 – $38 per hour (USD; hourly compensation)
Tools
Intercom, SalesForce, ChurnZero
AI focus
Analyze customer inquiries to train the chatbot, provide feedback on bot responses, and identify new AI use cases to improve customer-service efficiency.
Model-written summary · the original posting is authoritative