Client Experience Specialist

July 13

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

+6 more states

🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🎰 Nevada – Remote 🗽 New York – Remote 🦀 Maryland – Remote ⚓ Rhode Island – Remote ☕ Washington – Remote

💵 $45k - $60k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

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SmartAsset

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Finance • Fintech

SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.

201 - 500 employees

Founded 2013

💸 Finance

💳 Fintech

📋 Description

•We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. •As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. •Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. •You will play a substantial role in driving that success. •This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT.

🎯 Requirements

•1+ years of high-volume call center experience required •Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized •Ability to learn and quickly adapt based on user and business needs •Organized, detail-oriented, and excellent time-management skills •Must be available to work some holidays or weekends during peak seasons

🏖️ 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 •Supplemental Short-term and Long-term Disability •FSA: Medical and Dependent 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