Account Support Specialist – Institutional
Location
United States
Posted
15 days ago
Salary
$100K - $120K / year
Seniority
Senior
Job Description
Account Support Specialist – Institutional
Wealth.com
• Support the day-to-day management of a portfolio of large institutional client relationships, ensuring requests and deliverables are tracked and completed on time • Serve as a central point of coordination across internal teams to triage client needs and drive timely resolution • Manage incoming requests across accounts, prioritize workflows, and maintain clear communication with all stakeholders • Assist in preparing for client meetings, including developing agendas, coordinating materials, and tracking follow-ups • Track key initiatives, deliverables, and timelines across client coverage to ensure alignment and accountability • Coordinate account setup, provisioning, and ongoing updates in partnership with internal teams • Identify and escalate risks, bottlenecks, or gaps that could impact the client experience across accounts • Maintain clear and organized documentation of workflows, processes, and best practices • Support reporting and insights that help inform account strategy, client health, and growth opportunities
Job 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. 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!
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