Account Support Specialist, Institutional

Wealth.com Inc.

Job Overview

Location

Remote, United States

Job Type

Full-time

Full Job Description

📋 Description

• As an Account Support Specialist, Institutional at Wealth.com Inc., you will play a critical role in supporting large institutional clients, including leading national banking organizations, by managing day-to-day activities and ensuring seamless client experiences across accounts.
• You will support the day-to-day management of a portfolio of large institutional client relationships, track requests and deliverables, serve as a central point of coordination across internal teams, manage incoming requests, prioritize workflows, assist in preparing for client meetings, track key initiatives and timelines, coordinate account setup and provisioning, identify and escalate risks, maintain organized documentation, and support reporting and insights that inform account strategy and client health.
• Wealth.com is the industry’s leading estate planning platform, empowering over 1,000 wealth management firms with tech-led, end-to-end estate planning solutions. The company is trusted by major financial institutions, recognized for innovation and leadership, and certified as a Great Place to Work for 2025, fostering a collaborative and supportive environment.
• In this role, you will develop expertise in client relationship management, cross-functional coordination, and estate planning technology operations, while gaining exposure to product, engineering, and legal teams, and building skills in workflow optimization, risk identification, and data-informed account strategy.

🎯 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

🏖️ Benefits

• Competitive Salary
• Fully remote, flexible work environment with occasional in-person meetings
• Excellent Medical, Dental, and Vision insurance with low-cost premiums
• 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 with birthday holiday included
• Free estate planning for life

Skills & Technologies

Remote

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Wealth.com Inc.

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About Wealth.com Inc.

Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.

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