Client Experience Specialist

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🏄 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 - $60k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

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SmartAsset

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

💸 Finance

💳 Fintech

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.

📋 Description

• Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected). • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals. • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors. • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience. • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience. • Accurately log all user interactions, challenges, and outcomes in our internal CRM system. • Identify and escalate recurring user pain points to improve the overall experience. • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners. • Support additional projects or initiatives as needed in a fast-paced, collaborative environment.

🎯 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

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)