Title: Account Support Specialist
Location: Remote
About Us
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range 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 share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place 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 journey.
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, 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.
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, Base Salary
Competitive base 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 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!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.