Account Support Specialist – Institutional

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Wealth.com

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com est une plateforme moderne de planification successorale dirigée par des conseillers qui aide les conseillers financiers, les avocats, les sociétés fiduciaires et les entreprises à créer, visualiser et gérer des plans successoraux pour des clients de tous niveaux de richesse. La plateforme SaaS génère des documents juridiques de qualité avocat, fournit un moteur d'IA (Ester®) pour extraire et résumer des plans complexes, et offre des outils tels que la modélisation de scénarios, les rapports visuels, le stockage sécurisé (Vault) et des intégrations avec des systèmes financiers pour soutenir les flux de travail de planification successorale de bout en bout. Wealth. com est positionnée pour une distribution B2B via des gestionnaires de patrimoine et des institutions et met l'accent sur la sécurité, la conformité réglementaire et l'évolutivité.

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

🎯 Exigences

• 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.

🏖️ Avantages

• 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!