Legacy Advisor – Customer Service with Impact (Remote)

Octopus Legacy is seeking a Customer Service Specialist to support clients through meaningful decisions in estate planning. You’ll be the first voice, explain options clearly, and own the customer journey from enquiry to document delivery with empathy and commercial awareness.

Join our founding Customer Success team, thrive in a fast-paced, high-ownership environment, and help shape how we work while delivering the best possible experience for customers worldwide.

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