Account Support Specialist – Institutional

Wealth.com

Account Support Specialist managing institutional clients at Wealth.com. Overseeing client relationships and coordinating with internal teams for seamless execution.

Posted 5/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

attention to detailcommunication skillsorganizational skillscross-functional collaborationtime managementproblem-solvingclient relationship managementworkflow prioritizationdocumentation managementrisk identification