Account Support Specialist

📋 Description

• • The Account Support Specialist at Wealth.com Inc. plays a critical role in ensuring seamless client and advisor onboarding, transitions, and administrative workflows that directly impact the scalability and reliability of the estate planning platform. This position is essential to maintaining the integrity of client data, accurate billing, and smooth operational handoffs between teams, ultimately supporting Wealth.com’s mission to empower wealth management firms with modern, secure, and efficient estate planning solutions.
• • Day-to-day responsibilities include provisioning and configuring new advisor accounts and teams in internal systems, managing advisor transitions between account managers or teams, executing user migrations, and updating internal systems to reflect accurate billing, contract, and account information. The role also involves performing data updates, migrations, and account reconciliations to ensure record accuracy, collaborating with Account Management to prioritize and track requests for timely completion, identifying and escalating process issues or bottlenecks that affect client experience, and maintaining detailed documentation of workflows, processes, and best practices to support continuous improvement.
• • Wealth.com Inc. is a remote-first, Great Place to Work-certified company recognized as the industry’s leading estate planning platform, trusted by over 1,000 wealth management firms and industry leaders for its AI-driven, secure, and end-to-end technology solutions. The company fosters a collaborative, innovative, and supportive culture where employees are empowered to contribute to meaningful advancements in financial technology and client service excellence.
• • In this role, the Account Support Specialist will develop deep expertise in financial services operations, client lifecycle management, and SaaS platform administration while gaining hands-on experience with internal CRM, billing, and provisioning systems. The position offers clear pathways to grow into senior support, account management, or operations roles within a fast-scaling, award-winning fintech organization committed to employee development and internal mobility.