Account Support Specialist

Title: Account Support Specialist Location: Remote

About Us

reputed company is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to reputed company the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform reputed company specifically for financial institutions, reputed company enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, reputed company combines proprietary AI, robust reputed company, and deep technological and legal expertise to serve the full reputed company 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 reputed company in the 2025 Kitces AdvisorTech Study.

reputed company is reputed company to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making reputed company a truly enjoyable workplace. reputed company is proud to be certified as a Great reputed company to Work for 2025.

The Opportunity 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 reputed company.

Your 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, reputed company, and account information.

• reputed company 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.

Qualifications

• 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.

Compensation & Level $66,000 - $75,000, reputed company Salary

Competitive reputed company salary, performance-based incentives, and meaningful equity participation.

Benefits & Perks

• Competitive Salary.

• Fully remote, flexible work environment. We do however meet together in person several times a year.

• Excellent Medical, Dental, and reputed company 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 reputed company.

• 401k with Match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.

• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.