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Estate Planning Client Success Specialist
Job in
Provo, Utah County, Utah, 84605, USA
Listed on 2026-07-01
Listing for:
Estate Guru
Full Time
position Listed on 2026-07-01
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Technical Support
Job Description & How to Apply Below
Estate Guru is seeking a dedicated Customer Support Specialist to assist clients throughout their estate planning journeys. The role requires managing customer communications and support requests with a focus on professionalism and empathy. Strong troubleshooting abilities and organizational skills are essential.
Located in Provo, the position calls for in-person meetings at least once a month. The candidate must have at least 2 years of experience in customer support, and familiarity with ticketing systems like Zendesk or Hub Spot is preferred.
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