Join a fast-growing fintech recognized by Inc. 5000 and Deloitte’s Technology Fast 500™. SmartAsset is hiring Advisor Support Associates to help deliver seamless service to financial advisor clients and ensure operational excellence.
About SmartAsset
SmartAsset is a leading destination for consumer-focused financial information and tools, reaching over 59 million people each month. With its Advisor Marketing Platform (AMP), SmartAsset connects consumers with fiduciary financial advisors. Backed by a $110M Series D and valued at over $1B, the company continues to expand its mission of helping people make smarter financial decisions.
Schedule
- Full-time remote role (must reside within the contiguous US)
- Flexibility to work across multiple operational responsibilities
What You’ll Do
- Conduct invalidation reviews for CPL clients and assess lead quality
- Manage client invoicing, credit card declines, and payment updates
- Execute FALC profile builds and maintain accurate billing records
- Reassign cancellation cases and support escalations for denied credits
- Provide operational support for client inquiries related to invoicing, payments, and lead credit
What You Need
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- High attention to detail and accuracy in data and financial processes
- Proficiency in Google Sheets
- Ability to manage multiple priorities in a dynamic environment
- Proactive, client-focused attitude; able to work independently and with a team
Benefits
- Remote-first company: work anywhere in the contiguous US
- Medical, dental, and vision insurance (multiple options)
- Life/AD&D coverage, short- and long-term disability
- FSA for medical and dependent care
- 401(k) and equity packages
- Paid vacation, sick leave, and parental leave
- EAP, financial literacy mentoring, pet insurance, and home office stipend
Play a key role in ensuring SmartAsset clients receive exceptional support and value.
Your opportunity to grow with a billion-dollar fintech starts here.
Happy Hunting,
~Two Chicks…