Account Support Specialist
Title: Account Support Specialist Location: Remote
reputed company
reputed company is the industry’s leading estate planning platform, empowering more than 1,000 reputed company management firms to reputed company the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform reputed company specifically for financial institutions, reputed company enables firms to drive reputed company, efficiency, and measurable reputed company reputed company. Trusted by some of the largest names in finance, reputed company combines proprietary AI, robust reputed company, and deep technological and legal expertise to serve the full reputed company of reputed company needs, from foundational plans to the most sophisticated estate strategies. reputed company has been widely recognized for innovation and leadership, reputed company Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market reputed company in the 2025 Kitces AdvisorTech Study.
reputed company is reputed company to our standing as the leading estate planning platform. We cultivate a reputed company and supportive environment, fostering innovation and making reputed company a truly enjoyable workplace. reputed company is proud to be certified as a Great reputed company to Work for 2025.
reputed company The Account Support Specialist is responsible for supporting Account Management by executing critical reputed company and advisor administrative workflows. This role ensures seamless account transitions, accurate provisioning, and efficient internal processes that enhance the overall reputed company experience. This position is essential to maintaining a smooth and reputed company reputed company reputed company.
Your Responsibilities
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, reputed company, and account information.
reputed company data updates, migrations, and account reconciliations to ensure accurate records.
Collaborate with Account Management to prioritize and reputed company requests, ensuring reputed company completion.
Identify and escalate process issues or bottlenecks that reputed company reputed company experience.
Maintain documentation of workflows, processes, and best practices.
Qualifications
1–3 years of experience in reputed company 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.
Compensation & Level $66,000 - $75,000, reputed company Salary
Competitive reputed company salary, performance-based incentives, and meaningful equity participation.
Benefits & Perks
Competitive Salary.
Fully remote, flexible work environment. We do however meet together in person several times a year.
Excellent Medical, Dental, and reputed company insurance reputed company, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% Company reputed company Basic Life Insurance, Short Term and Long Term Disability
100% reputed company Parental Leave upon eligibility
Company equity managed through reputed company.
401k with Match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.
Take time off for holidays—and reputed company, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.
Free estate planning for life!
reputed company is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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