Advisor Support Associate

About SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the team

The Advisor Support Associate plays a critical role in ensuring the smooth and efficient delivery of services to our CPL (Cost Per Lead) and AMP clients. This individual will be responsible for a range of operational tasks, including lead invalidation, credit management, client invoicing, and direct client support via email, contributing directly to client satisfaction and retention.

Key Responsibilities

Lead Invalidation Management

• Lead and conduct comprehensive invalidation reviews for CPL clients, ensuring accuracy and adherence to established criteria.
• Review "Concierge" calls to assess lead quality, making informed decisions to approve or deny credit for leads based on predefined guidelines.

Client Financial Operations

• Execute FALC Profile Builds for both AMP and CPL clients, ensuring accurate client setup and configuration.
• Manage the collection process for credit card declines for AMP and CPL clients, actively working to resolve outstanding payments.
• Prepare and upload invoices for AMP clients, maintaining meticulous records and ensuring timely billing.
• Proactively update credit card and ACH payment information for clients to prevent service interruptions.

Client Support & Escalation

• Reassign cancellation cases to appropriate Account Managers (AMs) to facilitate timely client retention efforts.
• Create detailed cases for Account Managers, specifically for escalations related to denying credit for leads, ensuring clear communication and resolution pathways.
• Serve as a point of contact for operational inquiries from clients regarding lead credit, invoicing, and payment updates.

Skills

• Strong analytical and problem-solving skills with an ability to make sound decisions under pressure.
• Excellent written and verbal communication skills, with a professional and client-focused demeanor.
• High attention to detail and accuracy in data entry and financial processes.
• Proficient in Google Sheets.
• Ability to manage multiple tasks simultaneously and prioritize effectively in a dynamic environment.
• A proactive attitude and ability to work independently as well as part of a team.

Available Benefits and Perks

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office Stipend

Equal Opportunity Employer

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship.