Advisor Support Associate

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates should possess strong analytical and problem-solving skills, excellent written and verbal communication abilities, and a professional, client-focused demeanor. Proficiency in Google Sheets and the ability to manage multiple tasks in a dynamic environment are essential. A proactive attitude and the capacity to work both independently and collaboratively are also required.

Responsibilities

The Advisor Support Associate will manage lead invalidation reviews and assess lead quality for CPL clients, making decisions on credit approval based on guidelines. Responsibilities include building FALC profiles, managing payment collections for declined cards, preparing and uploading invoices for AMP clients, and updating client payment information. Additionally, the role involves reassigning cancellation cases, creating detailed escalation cases for Account Managers, and serving as a client contact for operational inquiries regarding lead credit, invoicing, and payments.

Skills

Lead Invalidation

Credit Management

Client Invoicing

Client Support

Financial Operations

Concierge Calls

Fiduciary Financial Advisors

SmartAsset

Provides financial decision-making tools and resources

About SmartAsset

SmartAsset offers free interactive tools and calculators that help individuals make informed financial decisions on topics like home buying, retirement planning, and personal loans. These resources are designed by personal finance experts to simplify complex financial choices for users who may lack the time or expertise to navigate them. Unlike competitors, SmartAsset generates revenue through partnerships and advertising, connecting users with local financial advisors and earning fees for referrals. The company's goal is to empower users to make better financial choices by providing accessible tools and expert guidance.

New York City, New YorkHeadquarters

2011Year Founded

$156.1MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Risks

Emerging fintech startups offering similar tools could dilute SmartAsset's market share.

Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.

Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

Differentiation

SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.

The company connects users with financial advisors, earning fees for successful referrals.

SmartAsset's resources are created by personal finance experts, ensuring reliable information.

Upsides

SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.

The company is well-positioned in the expanding financial wellness market promoting financial literacy.

Rising demand for personalized financial advice supports SmartAsset's business model.

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