Account Support Specialist

Job Summary

A company is looking for an Account Support Specialist responsible for supporting Account Management by executing critical client and advisor administrative workflows.

Key Responsibilities

• Provision and configure new advisor accounts and teams in internal systems
• Manage advisor transitions and execute user migrations to maintain accurate records
• Collaborate with Account Management to track requests and identify process issues

Required Qualifications

• 1-3 years of experience in client services, administrative operations, or similar roles
• Comfortable using internal systems and learning new technology quickly
• Ability to manage multiple tasks simultaneously
• Experience in maintaining documentation of workflows and processes
• Familiarity with data updates and account reconciliations