Client Experience Specialist

🕒 June 4

🏄 California, Colorado, +6 more states – Remote

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

💵 $45k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 41%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SmartAsset

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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.

📋 Description

• Engage directly with consumers through 200+ outbound phone calls per day • Meet or exceed individual and team qualitative and quantitative performance metrics • Guide users through connecting with vetted financial advisors • Contact interested users and schedule advisor consultations • Use customer service best practices and scripted messaging to deliver a tailored experience • Log user interactions, challenges, and outcomes in the internal CRM system • Identify and escalate recurring user pain points • Share insights and suggestions with team leads and cross-functional partners • Support additional projects or initiatives as needed

🎯 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 • Prolonged periods of sitting at a desk and working on a computer • Must be able to communicate via phone calls and/or video conferences

🏖️ Benefits

• Fully remote work within the contiguous U.S. • Multiple Medical, Dental, and Vision plan options through trusted national carriers • Company-paid Life/AD&D coverage • Supplemental life and disability plans • 401(k) with employer match • Pre-tax savings through FSA and HSA options • Equity packages offered for every role • Generous vacation, sick, and parental leave policies • Pet insurance • Home office stipend • Employee Assistance Program (EAP) • Up to $60,000 OTE for eligible residents