Account Support Specialist - Remote

Overview

The Account Support Specialist is responsible for supporting Account Management by executing critical client and advisor administrative workflows, ensuring seamless account transitions and enhancing the overall client experience.

In Short

• 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.
• Perform data updates, migrations, and account reconciliations to ensure accurate records.
• Collaborate with Account Management to prioritize and track requests, ensuring timely completion.
• Identify and escalate process issues or bottlenecks that impact client experience.
• Maintain documentation of workflows, processes, and best practices.

Requirements

• 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.
• Excellent communication skills and ability to work cross-functionally.

Benefits

• Competitive Salary.
• Fully remote, flexible work environment.
• Excellent Medical, Dental, and Vision insurance options.
• 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—including your birthday.
• Free estate planning for life!