Work From Home: $52,000-$56,000/Yr. Remote Advisor Support Associate

by Chris Durst Aug. 19, 2025

We’ve curated this job from the employer’s site. We’re not affiliated with the company and don’t post jobs on their behalf. All job listings link directly to the company’s own application page or career site. As we write, this job listing is online and applications appear to be open. But jobs can fill at any time, so apply or share quickly if you’re interested!

SmartAsset, a site with consumer-focused financial information and advice, has posted a Remote Advisor Support Associate job to their careers page.

In this role, you would 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. This would involve leading and conducting invalidation reviews for clients, managing the collection process for credit card declines for clients, and other tasks.

Applicants should have 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; strong analytical and problem-solving skills; and be proficient in Google Sheets.

The posted pay rate is $52,000-$56,000 per year (this may vary depending on state of residence), and the company offers a deep benefits package.

Following are excerpts from the Remote Advisor Support Associate job posting:

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

Compensation & Benefits

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

Compensation

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $52,000 base salary and $56,000 OTE + RSUs + benefits.

HOW TO APPLY

(Friendly reminder, Rat Race Rebellion doesn’t play a role in the applications or hiring processes for jobs we’ve posted to our site. We’re a job board and blog.)

CLICK HERE for full details and to apply for this Remote Advisor Support Associate position. For more jobs like this, check our Newest Jobs & Gigs page. To be the first to hear about jobs like these, join our free Telegram channel. Good luck as you make your work from home plans a reality!