Advisor Support Associate

Job Summary

A company is looking for an Advisor Support Associate to ensure efficient service delivery to clients.

Key Responsibilities:

• Conduct lead invalidation reviews and assess lead quality for CPL clients
• Manage client financial operations, including invoicing and payment collection
• Provide client support and escalate issues to Account Managers as needed

Required Qualifications:

• Experience in financial operations or client support roles
• Proficiency in Google Sheets
• Ability to manage multiple tasks and prioritize effectively
• Proactive attitude and capability to work independently
• Understanding of invoicing and payment processes