Advisor Support Associate, SmartAsset

$53-56k

OTE

$52k

BASE

+ RSUs. Salary range applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents; other locations may vary

Google Sheets

Entry and Junior level

Remote from US

Financial information and advice software

Be an early applicant

Financial information and advice software

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Be an early applicant

$53-56k

OTE

$52k

BASE

+ RSUs. Salary range applicable to California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents; other locations may vary

Google Sheets

Entry and Junior level

Remote from US

201-500 employees

FintechB2CMarketplacePersonal financeSaaS

Company mission

To help people make smart financial decisions.

Job

Company

Role

Who you are

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

What the job involves

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
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
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
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

Our take

Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.

SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach therefore allows it to reach more than 100 million people each month.

SmartAsset has managed to modernize the process of locating clients for advisors - previously a slow and labour-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems likely to capitalize on a growing number of US citizens looking to manage their financial planning digitally.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-12% employee growth in 12 months

Glassdoor (3.7)

Company

Funding (last 2 of 6 rounds)

Jun 2021

$110m

SERIES D

Jun 2018

$28m

SERIES C

Total funding: $160.5m

Company benefits

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
Short-term and Long-term Disability
FSA: Medical and Dependant Care
401K
Equity packages for each role
Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
EAP (Employee Assistance Program)
Employee Resource Groups supporting our underrepresented communities
Pet Insurance
Home Office Stipend

Company HQ

Murray Hill, New York, NY

Leadership

Michael Carvin

(Founder & CEO)

Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. They spent their time using financial models to help companies understand how to make better decisions.

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