[Remote] Account Support Specialist
Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading estate planning platform, empowering over 1,000 wealth management firms. The Account Support Specialist is responsible for supporting Account Management by executing critical client and advisor administrative workflows, ensuring seamless account transitions and enhancing the overall client experience.
Responsibilities
- Provision and configure new advisor accounts and teams in internal systems
- Manage advisor transitions, including moves between account managers or teams
- Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information
- Perform data updates, migrations, and account reconciliations to ensure accurate records
- Collaborate with Account Management to prioritize and track requests, ensuring timely completion
- Identify and escalate process issues or bottlenecks that impact client experience
- Maintain documentation of workflows, processes, and best practices
Skills
- 1–3 years of experience in client services, administrative operations, or similar roles
- Strong attention to detail and ability to manage multiple tasks simultaneously
- Comfortable using internal systems and learning new technology quickly
- Excellent communication skills and ability to work cross-functionally
Benefits
- Competitive Salary
- Fully remote, 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
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
Company Overview