Account Support Specialist
Benefits
Unlimited PTO
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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.
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.
Wealth.com
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. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.