Account Management Support Specialist - Remote

Overview

The Account Management Support Specialist plays a vital role in supporting the Account Management and Operations teams by handling administrative tasks related to account setup, investor onboarding, client support, and distributions. This position is essential in ensuring smooth operations, reducing response times, and enhancing the overall client experience.

In Short

• Assist with LLC filings and EIN acquisition for new client accounts.
• Support business account openings and onboarding on the platform.
• Maintain and update account records in internal systems.
• Monitor incoming distributions and notify the operations team for processing.
• Set up offering document templates in DocuSign.
• Download, organize, and track signed investor documents.
• Respond to investor inquiries and support-related questions.
• Submit and track support tickets to ensure timely resolution.
• Maintain strong client relationships by ensuring timely follow-ups.
• Collaborate with Account Managers to address investor needs and concerns.

Requirements

• Professionalism and strong attention to detail.
• Excellent client service skills.
• Ability to thrive in a fast-paced environment.
• Highly organized.
• Experience in account management or client support is a plus.

Benefits

• Remote work flexibility.
• Competitive pay.
• Supportive environment designed for professional growth.