Account Support Specialist
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Job Description
Account Support Specialist responsible for administrative workflows in account management at Wealth.com. Ensures seamless transitions and enhances client experience through efficient processes.
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.
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.
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!
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