Join a fast-growing fintech company helping millions of people make smarter financial decisions. SmartAsset is seeking an Advisor Support Associate to deliver smooth and efficient service to our CPL (Cost Per Lead) and AMP clients while supporting overall client satisfaction and retention.
About SmartAsset
SmartAsset is a leading online destination for financial advice and consumer-focused tools, reaching more than 59 million people monthly. Through our SmartAsset Advisor Marketing Platform (AMP), we connect consumers with fiduciary financial advisors. Recognized by Inc. 5000 and Deloitte Technology Fast 500, SmartAsset continues to grow as one of Y Combinator’s Top 100 Companies, backed by a $110M Series D funding round.
Schedule
- Full-time, remote across the contiguous U.S.
- Standard business hours with flexibility based on client needs
What You’ll Do
- Conduct lead invalidation reviews for CPL clients and assess quality of concierge calls
- Build and maintain client profiles, manage payment collections, and prepare invoices
- Reassign cancellations, manage escalations, and provide operational support to clients
- Keep client financial operations accurate and up to date
- Communicate with professionalism via email to resolve issues quickly
What You Need
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- High attention to detail in financial and data entry tasks
- Proficiency with Google Sheets
- Ability to multitask in a fast-moving environment with a proactive, team-oriented mindset
Benefits
- Fully remote within the contiguous U.S.
- Medical, dental, and vision plans with flexible options
- Life/AD&D insurance (company-paid base coverage with supplemental options)
- Short-term and long-term disability coverage
- FSA for medical and dependent care
- 401(k) with company match
- Equity packages for every role
- Paid vacation, sick leave, and parental leave
- Financial literacy mentoring program
- Pet insurance and home office stipend
Base salary: $52,000 with $56,000 OTE + RSUs + benefits (range may vary by experience and location).
Be part of a mission-driven company reshaping how people connect with financial advisors.
Happy Hunting,
~Two Chicks…