Account Support Specialist, Institutional
New
W
Wealth.comEstate planning
Remote, United StatesFull-TimeMiddle
Salary100,000 - 120,000 USD per year
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Job Details
- Experience
- 3-5+ years of experience
- Required Skills
- Communication SkillsAttention to detailMultitaskingCross-functional collaboration
Requirements
- 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
Responsibilities
- 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
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