---
title: 'Client Support Associate at Wealth.com'
canonical: 'https://feeny.ai/job/client-support-associate-wealth-com-united-states-ycrzf4grvpn5'
type: 'job'
last_seen: '2026-09-08'
---

# Client Support Associate at Wealth.com

- **Company:** Wealth.com
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-07-30
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/wealth-com/c0806861-e395-4432-99f9-6c53d18f72c6

## Job description

About Wealth.com http://Wealth.com

Wealth.com http://Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com http://wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com http://wealth.com a place where everyone truly enjoys working. Wealth.com http://Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

The ideal Support Associate both enjoys, and has experience in, the customer service space. This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails. You enjoy working with people, both as customers, and within a tight knit team who create experiences our customers tell others about. You are motivated by learnings and new challenges and are looking for a role that can set you on a range of career paths.

Responsibilities:

- Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients.
- Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve.
- Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution.
- Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.
- Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions.
- Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency.
- Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets.
- Display great organization skills and great attention to detail.

Qualifications:

- 3+ years of experience in customer support, success, and / or implementation Experience with estate planning, financial services, or legal services is strongly preferred.
- Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment.
- Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency.
- Strong communication skills (written & verbal) with the ability to work with a wide range of people.
- Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity.
- Able to collaborate across the organization.
- Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise.
- Bachelor's Degree or equivalent years of experience.

-

Why You’ll Love Working for Wealth.com http://Wealth.com

- Flexible work environment. We do however meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days.
- Flexible, use-it-your-way vacation — take time off in as little as one-hour increments.
- Take time off for holidays — and yes, your birthday counts too.
- Free estate planning!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

## About Wealth.com

## Company Overview
- **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients.
- **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi)
- **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco)
- **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis)
- **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder)

## Core Business
- **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software
- **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients
- **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/)

## Products & Services
- **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle.
- **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights.
- **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios.
- **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors.
- **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization.
- **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (privately held)
- **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/)
- **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/)
- **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth)

## Competitive Advantages
- **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review.
- **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator.
- **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry.
- **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented.
- **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning.

## Strategic Focus
- **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts.
- **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning.
- **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW).
- **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers.

## Why Work Here
- **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/)
- **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/)
- **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/)
- **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth)
- **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security.

## Sources
1. [wealth.com - About](https://www.wealth.com/about/)
2. [wealth.com - Careers](https://www.wealth.com/careers/)
3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth)
4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth)

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