Account Support Specialist

Wealth.com

7d•$66,000 - $75,000•Remote

About The Position

The Account Support Specialist is responsible for supporting Account Management by executing critical client and advisor administrative workflows. This role ensures seamless account transitions, accurate provisioning, and efficient internal processes that enhance the overall client experience. This position is essential to maintaining a smooth and scalable client journey.

Requirements

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.

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.

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!