Elmwood Park, NJ30+ days ago
Key Responsibilities Respond to customer inquiries via phone, email, screensharing and live chat Assist users in navigating the client platform and completing estate planning documents Help explain estate planning concepts in a clear, non-legalistic way Support customers with document-related questions and platform guidance Assist with account issues such as login problems, document downloads, and payments Escalate complex legal or technical questions to the appropriate internal team Document customer interactions in our CRM system Help improve FAQs, knowledge base articles, and customer resources Provide feedback to product and operations teams based on customer interactions Qualifications Preferred but not required: Paralegal certification or paralegal experience Legal assistant or law firm experience Background in legal studies or pre-law programs Experience in estate planning, trusts, or probate law Customer support experience, especially in legal, fintech, or SaaS environments Strong candidates will have: Excellent communication and interpersonal skills Strong attention to detail Ability to explain complex topics in simple language Strong problem-solving ability Organizational and multitasking skills Interest in estate planning, legal services, or legal technology A positive attitude and willingness to learn Who Thrives at client The people who succeed in this role tend to be: Naturally curious and eager to learn Comfortable taking initiative and solving problems independently Strong communicators who enProduct helping people Interested in growing with a company and taking on more responsibility over time Excited about working in a fast-growing legal technology startup If you enProduct helping people, learning about estate planning, and growing your career alongside a company, youll likely thrive here. Title: Customer Support Specialist (Legal Support) Growth Opportunity Job Type: Full-Time Salary: $50,000 $75,000 per year (depending on experience) Location: Elmwood Park, NJ, Onsite, 5 days per week Elmwood Park, NJ ***Hybrid work from home / in-person is a possibility after 6 months*** Why This Role Matters Estate planning is something many people delay because it feels complicated or intimidating.