Legal Support Specialist

***Hybrid is a possibility after 6 months*** Why This Role MattersEstate planning is something many people delay because it feels complicated or intimidating. At Client, we are changing that by making the process simple and accessible.As part of our Customer Support and Legal Support team, you will play an important role in helping customers understand the estate planning process and navigate our platform with confidence.Many of our users rely on our support team to guide them through the process and ensure their estate planning documents are completed correctly.You won’t just be answering questions — you’ll be helping families protect their future. Position OverviewWe are seeking a Customer Support Specialist with an interest or background in law to help customers navigate the client platform and assist with questions related to estate planning documents and the document creation process.This role is ideal for paralegals, legal assistants, legal studies graduates, or candidates with customer support experience in legal services.Estate planning experience is a plus but not required.This position also offers significant growth potential, including opportunities to move into leadership or management roles as the company expands. 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 QualificationsPreferred 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 clientThe 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 enjoy helping people• Interested in growing with a company and taking on more responsibility over time• Excited about working in a fast-growing legal technology startupIf you enjoy helping people, learning about estate planning, and growing your career alongside a company, you’ll likely thrive here. Career Growth OpportunityThis position offers significant growth potential as clients expand.Team members who demonstrate strong performance and leadership ability may have opportunities to move into roles such as:• Customer Support Team Lead• Customer Experience Manager• Legal Operations Manager• Product Support SpecialistWe are looking for individuals who want to grow with the company and help shape the future of our support and legal operations teams.