American Estate & Trust · 12 hours ago
Customer Success Agent
United States
Full-time
Onsite
New Grad, Entry LevelAmerican Estate & Trust (AET) is a trust company based in Las Vegas, Nevada, specializing in alternative investments for self-directed retirement accounts. They are seeking a dedicated Customer Support Agent to provide exceptional service to clients by responding to inquiries, resolving issues, and ensuring client satisfaction across various support channels.
Financial Services
Hiring Manager
Eugenio Mejia
Responsibilities
Respond promptly to customer inquiries via phone, email, and chat
Troubleshoot and resolve customer issues efficiently
Document all customer interactions and maintain accurate records
Escalate complex issues to appropriate teams when necessary
Provide clear guidance on our systems and services
Contribute to knowledge base and support documentation
Identify and report recurring issues or improvement opportunities
Qualification
Required
Strong communication and active listening skills
Experience with customer support tools and ticketing systems
Ability to explain technical concepts in simple terms
Patient and empathetic approach to customer service
Strong organizational skills and attention to detail
Self-motivated with ability to work independently and as part of a team
Preferred
Experience in finance, real estate, or legal industries strongly preferred
Bachelor's degree in a related field preferred
Benefits
Health insurance coverage
Paid time off (PTO)
Company
American Estate & Trust
American Estate & Trust, Inc (AET) is a licensed Trust company regulated under the banking laws (NRS 669) of the State of Nevada.
Founded in 2007
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gabriel Ferrin
Chief Operating Officer
Recent News
American Estate & Trust
2025-11-14
GlobeNewswire News Room
2025-02-25
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