Account Support Specialist – Institutional

🕒 May 11

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• 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

🎯 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!