Account Support Specialist, Institutional

Wealth.com

1d • Remote

About The Position

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
We are seeking a high-organized and proactive Account Manager to support some of our largest institutional clients, including leading national banking organizations. This individual will play a critical role in managing day-to-day activities, coordinating across internal teams, and helping ensure a seamless client experience across accounts.
This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is excited to work at the intersection of client management, operations, and cross-functional execution. You will partner closely with senior account leadership while serving as a key point of coordination across Product, Engineering, and Legal, helping to triage requests and keep priorities moving forward efficiently across your book of business.

Requirements

• 3-5+ 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.

Responsibilities

• Support the day-to-day management of a portfolio of large institutional client relationships, ensuring requests and deliverables are tracked and completed on time
• Serve as a central point of coordination across internal teams to triage client needs and drive timely resolution
• Manage incoming requests across accounts, prioritize workflows, and maintain clear communication with all stakeholders
• Assist in preparing for client meetings, including developing agendas, coordinating materials, and tracking follow-ups
• Track key initiatives, deliverables, and timelines across client coverage to ensure alignment and accountability
• Coordinate account setup, provisioning, and ongoing updates in partnership with internal teams
• Identify and escalate risks, bottlenecks, or gaps that could impact the client experience across accounts
• Maintain clear and organized documentation of workflows, processes, and best practices
• Support reporting and insights that help inform account strategy, client health, and growth opportunities

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed